Sam Rinehart CFP®, CLU®

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The Team

RINEHART & DAYHOFF

3131 Newmark Dr
Ste 247
Miamisburg, OH 45342

(937) 433-0233

Lynne Tobey
Client Service Manager

Amy M Schroder

Kevin Sherrets
Paraplanner

Qualifications

B.S. Finance Wright State University
B.S. Financial Services Wright State University
Series 7 FINRA
Series 66 FINRA

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

A financial advisory practice of Ameriprise Financial Services, Inc.

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