Your relationship with Further Financial Group is more than the 1-on-1 relationship with your advisor. Here at Further Financial, we have a team of people to help manage the details of your financial life…for yourself and for your extended family. Our team consists of multiple advisors, each with a unique specialty, and dozens of FFG “family” members who can help navigate the intricacies of your personal financial situation. Whether you have questions about investments, how to pay for your kids’ education, how to care for your aging parents, the best way to replace your income during retirement, methods to reduce income taxes, or other similar questions, our entire team is here to help. While it starts with a personal relationship with your advisor, our team has the behind-the-scene resources to do so much more than any individual. As you and your family are planning your future, remember that your advisor and the entire Further Financial Group family is here to support you.
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I have lived in the small town of Lebanon, Ohio most of my life. I am blessed with one son, Ean, and one adorable pup named Tucker. Together, we love going for walks and exploring the outdoors. Over the more recent years, I have found a love and passion for fitness and working out. But don’t let my gym selfies fool you, I will crush a carton of Peanut Butter N Chip ice cream!
I am a graduate of Fairfield High School and currently reside in Hamilton. I played college baseball at Miami University – Hamilton and worked part-time at the YMCA. In college I met my wife, Susan and then years later we had our son, Jack. We have, 2 dogs, a bunny, a bearded dragon, and 5 chickens. I now spend my free time doing family activities, archery, disc golf and cheering on any Cincinnati sports teams.
Certified Public Accountant (CPA)
Degree in Accounting and Information Systems from Miami University (OH)
In my career, I have worked as an auditor, tax preparer, corporate accountant, controller and CFO.
Born and raised a Cincinnatian. Archbishop Moeller High School Graduate and a University of Cincinnati Bearcat! My passion is people. Establishing new relationships and expanding on the existing ones is what matters most to me. I am also a bit of a hobbyist. I am a craft coffee brewer, powerlifter, marathon runner, DJ, music producer, PC builder, speedcuber, and a lifelong learner. “Live the life you want to live”
Series 7, Series 66, Securities Industry Essentials (SIE)
Life and Health Insurance Licenses
I'm a recent graduate of the University of Cincinnati.
Born in Cincinnati but raised and still residing in northern Kentucky within a mile of my alma mater of Covington Catholic High School. Being a Kentuckian, it’s only natural that I have a passion for bourbon, basketball, and horse racing. As a University of Kentucky alumni, I try to make my way back to Lexington for the spring and fall meets at Keeneland or cheer on my Wildcats as often as I can.
I graduated with a Master of Business Administration from the University of Cincinnati (2021).
I graduated with a Bachelor of Business Administration in Finance and Economics from the University of Kentucky (2018).
Series 7, Series 65, Securities Industry Essentials (SIE)
Born Cincinnatian, I was raised in Milford, Ohio. Left Milford High School in 2008 and enlisted in the U.S. Navy as a corpsman. I spent 6.5 years in the Navy mostly as a combat medic for Marine Corps units. Most of my time nowadays is spent with my wife (Makayla) and daughter (Juliet) rooting for the Bengals and San Jose Sharks. We also love to find amazing places to eat that we have not been to around the city.
Series 6, Series 7, Series 63, Series 66, Securities Industry Essentials (SIE)
Born and raised in Southern Colorado, I’ve lived in Kihei, HI and Marathon, FL before settling in Cincinnati in 2020, where I plan to stay long-term. I bring over 12 years of management experience across restaurants, retail, and finance. I’m the proud father of two sons and a beautiful daughter with my partner Lindsay. I’m a lifelong Nuggets and Rockies fan, lucky enough to attend both an NBA Finals and a World Series.
I was born and raised in Florida. I live in the neighborhood of College Hill in Cincinnati with my husband Steve, our dog Tebow and cat Billi. I enjoy our friend’s dinner group at various spots around town and have a passion for college football - Go Gators! I am also Vice President of the Cincinnati Gator Club, an affiliated organization of the University of Florida Alumni Association.
I graduated with a Bachelor of Arts degree from the University of Florida.
I was born in Texas City, Texas and moved to Cincinnati at the age of 9. I met Brian in August 1980, right before we started our senior year of high school, and we got married in 1988. We have two amazing children, and our daughter Megan works with Further Financial Group as well. Brian and I love to travel and spend time with our kids on Sundays, which is our family day, and also includes our crazy little dog, Winston.
I have been in the financial industry for over 42 years. I started with a bank in downtown Cincinnati in 1980.
I then went on to a large brokerage firm until I decided to join Brian’s practice in 2001.
My wife and I have lived in Florence, Kentucky since 2006, and have one daughter. You can find me out in the yard most summers and visiting or entertaining neighbors most winters. Fridays in the fall are reserved for watching high school football with my brother and father.
Series 7, 63
I married my college sweetheart in February of 2023. The Cincinnati area is our forever home as we are surrounded by many loved ones here. We have rescued three feline fur babies: Tigger, Wigglefloof and Opal. I am passionate about organization, jigsaw puzzles, and cake decorating. I strive to always have courage and be kind.
I was born and raised in Cincinnati. I’ve been married for 37 years and during my spare time, I work with my husband to refurbish our log cabin in southeast Indiana. We are looking forward to calling Indiana home when we reach retirement! My husband and I also enjoy spending time with our children and grandchildren and sharing our love for the outdoors, DIY projects and cooking with them. My passion is my family!
I graduated from the University of Cincinnati in 1986 with a Bachelor of Applied Science and Paralegal Certificate.
I worked as a paralegal for several prestigious law firms.
I grew up and currently reside in Cincinnati with my partner and my two cats, Toasty and Luna. Most of my free time is spent at home with a good book or video game. As a newer homeowner, I also like to spend time decorating for each season and dreaming up new ideas for each room.
I’ve called Cincinnati home since I was a child. It’s been a joy growing up in this vibrant city! Outside of work I cherish spending time with my amazing husband, Devin, whom I met right after high school. We’ve been happily married since 2018 and we share a passion for travelling, especially on cruises. Our family is completed by our two beloved cats, Amber and Wilhelm, who bring us endless joy and entertainment.
I graduated from Cincinnati State Technical and Community College with an Associate’s in American Sign Language Interpreting.
I have over ten years of customer service experience in a wide variety of industries and roles.
My husband and I live in Loveland and both enjoy home improvement and landscaping projects. We have two grown daughters and two grandchildren that we adore spending time with. I like to hike, kayak, & enjoy just about anything outdoors (except sleeping in it!) and am happiest when I have something to do, whether it be gardening, decorating, reading, planning a vacation or spending time in various volunteer pursuits.
I was born and raised in Cincinnati on the west side and recently moved to Oakley. I have been with Ameriprise for 8 years – 7 of which were spent as the receptionist for this office! I love to travel (the beach is my happy place!). In my down time, I enjoy going out with friends and finding delicious food spots, going to comedy shows, baking, kayaking, and of course staying in binge watching shows.
I have been married for over 30 years to my best friend and soulmate. I enjoy reading, knitting, drawing and playing Bass, Banjo, Violin, Dulcimer and Guitar for my Church’s Worship Band.
I was born and raised in Springfield, Tennessee, which is just north of Nashville. I moved to Ohio in 2008 and have been working with the team since 2015. My son keeps me busy with sports and we both love warm weather. Our favorite places are either in the woods or on a beach.
I grew up in New Kensington P.A living between there and the family farm in Bookerville. I met my husband in Cincinnati in 2005 and never moved back home. With our daughter we enjoy camping, cooking, and throwing parties for friends and family.
With over 13 years of customer relations experience I find this role with Further Financial fun and challenging.
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