Phone: 937-949-9301Email: firstname.lastname@example.org
My Passion: My intention is to bring light, confidence, and clarity to the financial affairs of our clients. I strongly believe that business owners and individuals will fare better with the assistance of a competent and caring financial professional. I chose this profession to help people and serve others. My process is founded on the principles of honesty, integrity, and relationships.
Our process starts with a candid conversation to answer any questions, identify needs, and prioritize goals to improve our current client’s financial situation. During this process, we look to work in conjunction with any other advisors such as CPA’s or Attorneys.
My Expertise: Our services include: (1) Retirement Income planning (2) Tax Diversification (3) Business succession planning (4) Life & Disability insurance (5) Portfolio construction and investments (6) Comprehensive healthcare planning during retirement (7) Executive benefits.
My Role: Much of my professional experience includes 15 years in healthcare, long term care, and financial planning. As a seasoned veteran in the financial planning business, our clients receive reliable advice, a fully customized financial plan, and ongoing education and ongoing service.
My Personal Interest: I was born and raised in Kettering, OH and currently reside in Blue Ash, OH. I attended the University of North Carolina on a football scholarship and was a Captain my senior year. I had a short stint in the NFL and one season playing Arena Football. I am actively involved in my church, and I enjoy cooking, fishing, exercise as well as spending time at Lake Cumberland with family and friends.
It is my hope to continue growing my business, serving others, and building relationships that last a lifetime.