PRESIDENT

Joe is in his 32nd year as a financial advisor.  He has a B.S. in History from Truman State University and is a seven-time Five-Star Wealth Manager awarded by Cincinnati Magazine.

He is a volunteer instructor of financial literacy courses for inmates with the Ohio Department of Corrections.

A native of Cincinnati, Joe, his wife Sarah, and their son and daughter live in Loveland. In his spare time, Joe enjoys fishing, ice hockey, and cooking. 

OFFICE MANAGER

Aimee provides administrative and clerical support for our firm's operations, including client service, technology, compliance, and tax. Before raising a family, Aimee earned a B.S. in Business Administration from Miami University and an M.B.A. from Xavier University.
 
Aimee and her husband, Scott, live in Liberty Township with their three children. When not working, Aimee can be found attending her kid's activities: golf, theater, horseback riding, and basketball.