Who we are
The Story Behind Loom Capital
At Loom Capital, we take a holistic approach to financial planning, weaving together wealth, tax, insurance, and legacy strategies into one cohesive plan. Our goal is to empower clients with clarity and understanding. Helping them see how all the pieces fit together.
What sets us apart is our integrated approach: no silos, no fragmented advice: one strategy, thoughtfully aligned with your goals. We combine honesty, integrity, and a high-touch, boutique experience to create financial plans that are intentional, connected, and designed to stand the test of time. At Loom Capital, we don’t just manage money, we weave it together into a plan that makes sense for your life.
Meet Your Team
Founding Partner
Jameson Lett
Jameson is a Founding Partner at Loom Capital with over a decade of experience working with business owners and real estate investors.
Founding Partner
Rob Fichter
Rob is a Founding Partner of Loom Capital with over 2 decades of experience in the financial services industry.
Founding Partner
Jon Berniger
Jon is a Founding Partner at Loom Capital with over 3 decades of experience across financial advisory, insurance wholesale, and wealth management.
Financial Advisor
Paul Swift
Paul is a Financial Advisor with over 2 decades of experience in the financial services industry.
Financial Advisor
Brandon Arens
Brandon is a Financial Advisor and Financial Planner who began his career in 2021 and brings four years of industry experience.
Financial Advisor
Cameron DiFranco
Cam is a Financial Advisor who began his practice in Buffalo, New York in 2022 before relocating to Columbus, Ohio in 2023.
Client Service Associate
Emma Cole
Emma is a Client Service Associate at Loom Capital, focused on delivering high-quality client support through clear communication and attention to detail.