Our Team
Josh Dandurand, CSRIC™
Wealth Advisor & Chief Compliance Officer
"I went to the woods because I wished to live deliberately..."
- Henry David Thoreau, Walden
The words of Thoreau changed the course of my life. The concept of living deliberately, simply, thoughtfully and with a purpose, has inspired and informed many of my most important decisions.
My interpretation of these words have led me to leave the corporate world to join an advisory practice in 2013, branch off on my own in 2020, decide to being the first advisor in the greater Columbus, Ohio area to obtain the Chartered SRI Counselor™ designation, and most recently launch a fee-only RIA in the fall of 2022.
Helping my clients discover the true meaning of wealth is what gets me out of bed in the morning, but my purpose in life is my family. I've been blessed to have spent the past 16 years with my wife Jess, a local photographer, raising our four amazing children Clara, Emma, Jack and Johnny.
Staying active is crucial to my sense of balance, so I can often be found at the local Crossfit gym, running or hiking a trail, mountain or road biking, golfing, camping, or simply working on our property, as there’s always something to be done.
Meredith Carrington
Client Service Specialist
As a former Army Officer and Civil Engineer turned stay-at-home Mom, I really enjoy caring for people, focusing on the details, and seeing a project through to completion.
My husband, Dwayne, and I have spent the past 18 years together striving for a balance between “seize the day” and “simplify.” We constantly try new things, craft new experiences, and then make time to assess. We are grateful to have 5 wonderful girls (Caitlin, Paige, Nora, Sadie, and Maggie) who provide ample opportunity for us to challenge our assumptions about life and reevaluate what we hold as truth.
In my free time I love to spend active time outside with my family. I enjoy hiking, running, bicycling, skiing, gardening, and camping. I’m also passionate about good food and find solace working in my garden with my friendly chickens foraging close by.
Kathy Patton
Walden Roots
Having acquired a rich and complex mix of business development, operations, social enterprise, and financial skills working for multi-billion-dollar corporations and in the non-profit sector, Kathy is equally adept at setting strategic direction as she is at writing Excel macros.
At Iron Heart Consulting, Kathy coaches leaders, teams, connection, and Crossfit. She works exclusively to build sharp minds, big hearts, deep relationships, and strong bodies.
Before starting her own consulting firm, Kathy served as the Business Development Coordinator at Licking/Knox Goodwill in Newark, Ohio where she booked millions of dollars in contracts in order to provide employment opportunities for people with disabilities. Kathy also worked for 25 years at AT&T/Lucent/Alcatel-Lucent/Nokia as a Senior Director of Planning and Operations. Over that epoch, Kathy planned and executed worldwide projects that took the mobile telephone from a Maxwell Smart cross-body briefcase to the device you hold in your hand today.
Kathy holds a Master of Science degree from the University of Colorado, Boulder. She also holds a Bachelor of Science degree in Secondary English Education with a Computer Science minor.