With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Series 7
Series 63
Series 66
Life, Accident and Health
MBA
Chartered Retirement Planning Counselor℠
Senior at University of Cincinnati
Junior at the University of Cincinnati
Behavioral Financial Advisor
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