When we say it’s about people, not portfolios, that applies to our team too. We emphasize a close-knit culture, where we love what we do and who we do it with. We're honored to have been recognized as one of Cincinnati's best places to work, as published by Ohio Business and we're even more proud to be the kind of company people want to work for!
CEO / Founder
Director of Operations
Chief Compliance Officer
Corporate Strategist
Investment Advisor Representative
Compliance & Trading Supervisor
Client Relations Specialist
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Medicare & Insurance Specialist
New Business Support
Client Relations Specialist
Executive Office Manager
Marketing Supervisor
Compliance Analyst
Trading Analyst