When we say it’s about people, not portfolios, that applies to our team too. Skim the bios of our team below, and you’ll see a common theme – longevity. When people join us, they stay. We’re proud to be named one of Cincinnati’s best places to work, and we’re even more proud to be the kind of company people want to work for!
CEO / Founder
President
Director of Operations
Chief Compliance Officer
Investment Advisor Representative
Corporate Strategist
Executive Assistant
Director of Advisor Development
Marketing Supervisor and Onboarding Specialist
Marketing Support
New Business Support
New Business Support
New Business Support
Trading Analyst
Technology Specialist
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
National Director of Medicare Solutions