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.
Chartered Retirement Planning Counselor℠
Behavioral Financial Advisor
Series 66
Series 7
Series 63
Life, Accident and Health
MBA
Junior at the University of Cincinnati
Senior at University of Cincinnati
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