CONNECT

Address:

9987 Carver Rd. Suite 400
Cincinnati, OH 45242

Phone:

(513) 794-1095

Fax/Other:

(513) 794-1096

Our Team

 
  • Joe T. Clark

    President & C.E.O.

  • Greg Amend*

    Senior Advisor

  • RJ Beucler, ChFC®

    Wealth Advisor

  • Richard H. Bishop, J.D.*

    Senior Advisor

  • Mike Chabot*

    Associate

  • Tyler Gagnon

    Financial Representative

  • Frank Hickman II, LUTCF®

    Advisor

  • Michael R. Kinzie CLU®, ChFC®, CASL®, LUTCF®

    Chartered Financial Consultant

  • Matthew McCormick*

    Advisor

  • Bradford C. Smith

    Wealth Advisor

  • Evan Smith

    Chartered Financial Consultant

  • Skip Wagner

    Chartered Life Underwriter

  • Michael Weldy

    Advisor

  • Kristina Forester

    Business Relationship Manager

  • Jennifer Petruk

    Director of Client Relations

  • Lauren Visocky

    Director of Marketing

  • Heidi Wiefering

    Director of Operations

  • Cindy Evans

    Executive Assistant to RJ Beucler

  • Jessica Herald

    Client Relationship Manager to RJ Beucler

  • Debbie Siegroth

    Client Relationship Manager to Michael Kinzie

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