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.
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.
Elizabeth has over 25 years of financial services experience in marketing, leadership, and operations. She enjoys crafts, music and playing board games.
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.
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.
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.
Enjoys spending my time with friends and family as well as watching his favorite sports teams such as the Reds and Bengals!
Kristy enjoys camping with her husband and dog as well as crafting and cooking.
Heather is one of the bright smiles that greets you as you enter the office. Heather also manages scheduling for clients, answering calls & assisting clients when they arrive in office. Enjoys long walks, pickleball & spending time with her 2 nephews and a niece. She also loves her English Bulldog named Nala.
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