With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.
Theresa recently retired from a long career in education as a teacher and administrator. She loves any type of puzzle, reading, kayaking, and visiting National Parks. Mostly, she enjoys spending time with her very large family.
Elizabeth has over 25 years of financial services experience in marketing, leadership, and operations. She enjoys crafts, music and playing board games.
Mary has over twenty years of administrative experience supporting high level executive staff in the financial services industry. She loves reading, cross-stitch, and a nice cup of Dunkin' Donuts coffee! But most of all, Mary and her husband Kenny love spending time with their three grandchildren.
Things I love: Being a wife and a mom, my two dogs, my Jeep, working out, baking with my daughter, fall season, and watching my daughter play volleyball and my son play basketball. I also love to do Home Improvement projects with my husband.
Mandy, a loving wife and proud mom to three incredible kids. She's also a passionate Cincinnati sports fan, often cheering on her favorite teams alongside her loved ones. Mandy's adventurous spirit finds joy in embarking on exciting getaways and exploring new destinations.
In her previous role, she excelled in supporting financial investment and planning operations, handling various account service requests, and maintaining client confidentiality.
I’m a small town country gal from McCreary County, Ky. I love the farm life and all the cute/stinky animals that go along with it. Pride and Joy: Will always and forever be my kids. Things I love: Being a Grandma, Muscle Cars, Gym/Bodybuilding, DIY Projects, WWE (Favorite Wrestlers were The Rock and Goldberg). Spending time with Family & Friends. Sitting on a porch watching a thunderstorms on a dark night.
As a previous rugby player, Derik likes outdoor exercise such as kayaking and biking. When Derik has time he plays guitar and paints. He also enjoys spending time with his wife and newborn son, Theo.
Spencer will be graduating in December from Western Kentucky University with a concentration in Financial Planning. When he is not at work he enjoys working out, staying active and spending quality time with family and friends.
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