Who We Are

Team photo

 

David Shuley , CFP®, CLU®, RICP®

Co-Founder and Principal

Office 513-366-3647


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Brent L. Shaw , CFP®, RICP®, WMCP®

Co-Founder and Principal

Office 513-759-8810


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Geoff Stevens , CFP®, MBA

Co-Founder and Principal

Office 513-366-3672


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

Director of Financial Planning

Office 513-366-3637


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Joanna Adams , CFP®

Director of Investment Services

Office 513-366-3620


Fax 513-366-3731


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Bridget Snell , CFP®

Associate Wealth Management Advisor

Office 513-759-8822


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Christine Pratt

Director of Client Relations and Marketing

Office 513-366-3696


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Salena Burg

Director of Operations

Office 513-759-8819


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Cheo White

Financial Planning Analyst

Office 513-366-3600


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Richard J. Perry , J.D.

Portfolio Manager

Office 513-366-3600


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Chloe Auer

Insurance Coordinator

Office 513-366-3693


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Network of Specialists

Will Butler , DPT

Financial Advisor

Office 937-427-7120


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Dustin Parks

Financial Advisor

Office 513-366-3600


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