Planning Team

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David Shuley , CFP®, CLU®, RICP®

Co-Founder and Private Wealth Advisor

Office 513-366-3647


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Brent L. Shaw , CFP®, RICP®, WMCP®

Co-Founder and Private Wealth Advisor

Office 513-759-8810


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Geoff Stevens , CFP®, MBA

Co-Founder and Partner

Office 513-366-3672


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Sean Murphy , CFP®, RICP®, WMCP®, ChFC®

Partner and Private Wealth Advisor

Office 513-366-3637


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Karen Kirkland

Executive Assistant

Office 513-337-5554


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Michael Aschbrenner

Vice President of Operations

Mobile 513-926-0466


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Bridget Snell , CFP®

Associate Private Wealth Advisor

Office 513-759-8822


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Patrick Louis , CFP®

Associate Private Wealth Advisor

Office 513-366-3633


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Richard J. Perry , J.D., CIMA®

Portfolio Manager

Office 513-572-5836


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Aaron Nickolette , CFP®, MBA

Director of Financial Planning

Office 513-572-5765


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Joanna Adams , CFP®, RICP®

Director of Investment Services

Office 513-366-3620


Fax 513-366-3620


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Christine Pratt

Director of Client Relations and Marketing

Office 513-366-3696


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Christine Pratt

Director of Client Relations and Marketing

Office 513-366-3696


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Robyn A Dionne

Insurance Coordinator

Office 513-366-3681


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Catherine Rose

Investment Operations

Office 513-572-5789


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