Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Elizabeth has over 25 years of financial services experience in marketing, leadership, and operations. She enjoys crafts, music and playing board games.
Theresa recently retired from a long career in education as a teacher and administrator. She loves any type of puzzle, reading, kayaking, and visiting National Parks. Mostly, she enjoys spending time with her very large family.
Mary has over twenty years of administrative experience supporting high level executive staff in the financial services industry. She loves reading, cross-stitch, and a nice cup of Dunkin' Donuts coffee! But most of all, Mary and her husband Kenny love spending time with their three grandchildren.
Enjoys spending my time with friends and family as well as watching his favorite sports teams such as the Reds and Bengals!
Married for 26 years to her best friend, mom to 2 awesome kids. UK & Bengals Sports Fan. Enjoys spending time with husband, son, and daughter. Loves to play pickleball, Tennis, music, concerts and always up to travel anywhere tropical.
Kristy enjoys camping with her husband and dog as well as crafting and cooking.
Mandy, a loving wife and proud mom to three incredible kids. She's also a passionate Cincinnati sports fan, often cheering on her favorite teams alongside her loved ones. Mandy's adventurous spirit finds joy in embarking on exciting getaways and exploring new destinations.
In her previous role, she excelled in supporting financial investment and planning operations, handling various account service requests, and maintaining client confidentiality.
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