LFA – Cincinnati RPO
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Advisors

Digger D. Bujnoch

Financial Planner

Email Address

Digger.Bujnoch@LFG.com

Website

HoffBujnoch.com

Being part of the Hoff, Bujnoch and Associates team, Digger believes in one way to work with his clients and that is to “Serve first, last and always(SM).” Since August 2010, he has built experience crafting personal financial plans. Digger works with successful business owners, executives and retirees. Digger enjoys leading his clients and allowing them to make positive decisions to better their lives.

Digger has been active in the Cincinnati community, working with the Leukemia and Lymphoma Society, Big Brothers Big Sisters, and the Lions Club of Western Hills. Digger is also part of the Elder High School Young Alumni Board. Digger played several years in the NFL with the following organizations: New York Giants, Cincinnati Bengals, New Orleans Saints and the Baltimore Ravens; retiring in 2010. Prior to playing in the NFL, Digger was the Captain of the University of Cincinnati football team. Digger resides in the community of Oakley in Cincinnati, OH with his wife Lindsay.

 

Thomas W. Curry, CLU®, CFP®

Financial Planner

Email Address

Thomas.Curry@LFG.com

Tom Curry is a financial planner who started in the financial services industry in 1972 and has been with Lincoln Financial Advisors since 2006. He has a deep sincerity for assisting others in building a solid well rounded financial lifestyle. His practice focuses on growing and protecting financial assets with sound disciplined financial principles, utilizing individual and corporate planning tools.

Tom graduated from Ohio University in 1972 with a BBA degree, earned his CLU designation in 1976 and his CFP® certification in 1996. He holds FINRA series 6, 7, and 63 registrations and his life, health, and annuity licenses. His practice includes his partner and daughter, Carianne Straus who holds FINRA series 7 & 63 registrations and has also earned her CFP® certification.

Tom has been married to his wife Helen for forty plus years, has three daughters and lives on a small horse farm in California, KY where he has raised and bred quarter horses. He is and has been an active volunteer in the KY State 4-H horse program for more than 20 plus years, team leader for the Community Family Church Nursery, and an announcer at the KY State Fair and at the North American Livestock Exposition for the cutting horse shows.

 

Sonia DeMoss

Financial Planner

Email Address

Sonia.DeMoss@LFG.com

Sonia DeMoss has been a financial planner since 1999. Her areas of concentration include estate and business succession planning, wealth management, and retirement planning. She enjoys working with professional, widowed and divorced women as she feels they are an underserved market. Her clients benefit from the network of attorneys, CPA’s, Lincoln Financial Advisors planning resources, and investment and life insurance specialists whose expertise help them toward their goals and dreams. Sonia currently holds her securities registrations as well as Life, Health, and Annuity licenses.

Sonia is a long time resident of Northern Kentucky. She earned her B.A. in Organizational Leadership with a minor in Psychology from Northern Kentucky University.

In her spare time, Sonia enjoys teaching Spin classes, mountain biking, cross country skiing and numerous other outdoor activities. She also enjoys spending time with her family and friends.

 

Charlotte A. Dougherty, CFP®

Financial Planner

Email Address

Charlotte@Dougherty-Associates.com

Website

Dougherty-Associates.com

Charlotte A. Dougherty, CFP®, has more than twenty years of experience in helping to meet the financial, retirement and investment planning needs of executives, business owners and professionals.

As President of Dougherty & Associates, Charlotte set her firm’s mission to partner with their clients for life. Dougherty & Associates' goal is to insure that clients are secure in facing the challenges and the detours that life presents to all of us. They are passionate about helping people toward achieving their financial goals. They begin with a financial planning process that helps them know and understand what is important and valued by their client. The process of financial planning helps their client define and prioritize their most important near and long term objectives. It also serves to educate the client about gaps, opportunities, challenges and strategies and serves to deepen their relationship with their clients. Focused on helping people feel good about their financial position in life, Dougherty has helped launch new careers and businesses, planned for parents, children and grandchildren, provided for family vacations, helped families cope with loss of a loved one and protected family wealth.

Charlotte was honored to be included in the Barron's/Winner's Circle Top Women Financial Advisors Summit, designed as an exclusive, invitation-only event for the opinion leaders and influentials of the financial industry and honoring the top women advisors in the country. Charlotte is listed as a Five Star Wealth Manager by Cincinnati Magazine and received the 2016 Women’s Choice Award.

She is a frequent speaker and conducts workshops for employees of large and small corporations on retirement planning issues. Having earned a CERTIFIED FINANCIAL PLANNER™ practitioner certification, Charlotte is a past President of the Cincinnati Chapter of the International Association for Financial Planning, which is now the Financial Planning Association. She is a biographee of Who's Who in Finance and Industry, and Who's Who in America and a former Cincinnati Enquirer "Money Panel" Expert. She is an active member of the Cincinnati Estate Planning Council. She is a current member and previous Chairman of the Investment Committee of the Board of Directors of The Resource Group, is an elite group of leading financial planners within Lincoln Financial Advisors. She is a former member of the Board of Trustees of the St. Luke Hospital Community Foundation and past Chair of the Finance Committee. Charlotte is a financial planner offering securities and financial planning services through Lincoln Financial Advisors, a broker-dealer and registered investment advisor. She enjoys time with family and golfing.

 

John E. Dougherty III, MBA, CFP®, CRPC

Financial Planner

Email Address

John@Dougherty-Associates.com

Website

Dougherty-Associates.com

John is a Partner and Director of Wealth Management at Dougherty & Associates. With over ten years in practice, John specializes in assisting corporate executives, business owners, and medical practitioners in planning for and dealing with significant life events including promotions, business sale or expansion, retirement, divorce, and generational wealth transfers. John is passionate about educating the corporate community about strategic retirement distribution options that are unique to specific corporate employers in the Cincinnati business community and has been featured on local news outlets including NPR. Another area of John’s focus is the transition of wealth or business interests between generations, as well as the transition of the values of stewardship from one generation to the next.

John is a member of the Southwest Ohio Financial Planning Association, the Cincinnati Estate Planning Council, and a member of the Resource Group’s (elite group of leading financial planners within Lincoln Financial Advisors) Gen 2 program. John is a current and multi-year recipient of a listed in Cincinnati Magazine’s Five Star Wealth Manager* as well a biographee of Who’s Who in America and Who’s Who in Science and Technology.

John serves as Vice Chairman of the board of trustees at iSPACE, the STEM learning place, a non-profit organization, serving the Greater Cincinnati Region, makes learning exciting by providing engaging Science, Technology, Engineering, and Mathematics (STEM) programs to schools, families and the community. John is a professional mentor for graduate students at his alma mater, Xavier University. The Xavier University Mentor Programs links students with leading executives and career professionals - offering an innovative approach by providing students practical application of networking skills, personal and professional growth over an extended period of time. John also is a volunteer coach for i9 Sports and believes that the focus on how the game is played, how much fun it can be made for the kids is more important than the final score.

In his free time, John enjoys golfing, fishing, kayaking, skiing, and mostly, spending time with his two young sons and wife Ashley.

*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on the data from financial advisors, regulatory disclosures and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Walth Manager is no guarantee of investmet success. For more informatin go to: www.fivestarprofessinal.com.

 

 

 

Jay A. Finke, CFP®

Financial Planner

Email Address

Jay.Finke@LFG.com

Website

JayFinke.com

Jay believes in an educational, thorough and truly analytical approach to advanced retirement, investment, estate and charitable planning. Jay distinguishes himself by listening carefully to clients. He believes that successful planning can only be achieved through a financial planning process that is customized, effective and meaningful for each client. Jay’s retirement risk management techniques have recently been noted in a leading national publication for other financial advisors.

Jay has been affiliated with Lincoln Financial Advisors and serving clients since 1991. Jay has earned the CERTIFIED FINANCIAL PLANNER™ professional certification. He is a member of Lincoln Financial Advisors’ elite planning group called The Resource Group as well as a member of Sagemark Consulting Private Wealth Services. Additionally, Jay has consistently been listed in the FIVE STAR Wealth ManagerSM Award* which recognizes financial advisors in the Cincinnati area who provide exceptional service to their clients. In the field of securities, Jay holds Series 6, 63 and 7 registrations. Jay specializes in advanced retirement planning and retirement risk management, investment planning, estate planning and charitable planning for corporate executives, retirees, professionals and business owners.

Jay has been a key note speaker for the Procter & Gamble Retired Officers Association as well as a transition seminar for P&G retirees. The growth of Jay’s practice has come solely from referrals from clients. Jay prides himself on extremely high client retention ratios, due in part to a low staff-to-client ratio and to his team’s extraordinarily attentive client service. Jay constantly is involved in continuing education, licensing renewal and industry best practices by attending workshops, professional seminars and meetings throughout the country. Jay’s objective is to bring a depth of wisdom and knowledge to every financial planning situation.

Jay graduated from Valparaiso University in 1981 with High Distinction and with a degree in Political Economy. He also has a degree from Christ College, the honors program at Valparaiso. He has a number of published articles and is a member of the board of trustees of The Hillside Trust. He resides in Cincinnati, Ohio with his wife, Lee Anne and their Labrador retriever, Einstein. He is an avid hiker and travels extensively for both business and pleasure.

*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on evaluation criteria from financial advisors on tenure, retenton, designations, regulatory disclosures and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award, but may be charged for additional advertising material. Working with a Five Star Wealth Manager is no guarantee of investment sucess. For more information go to http://www.fivestarprofessional.com/.

 

Steve Fortin

Financial Planner

Email Address

Steve.Fortin@LFG.com

Steve Fortin has been in the financial services industry since 1993 and with Lincoln Financial Advisors since 2001. Steve has a passion for helping people with their financial planning and ensuring their financial plans are implemented well.

Steve graduated from St. Xavier High School and then obtained his BS and MBA degrees from Xavier University. He holds the Chartered Retirement Plans Specialist designation (CPRS) and was also a Registered Principal with Lincoln Financial Advisors (LFA).

Prior to his current role as a full-time advisor in partnership with two other advisors, he served as a Director of Planning for LFA's National Planning Team.

Steve enjoys outdoor activities and playing and coaching soccer. He has been an active volunteer with the Literacy Network of Greater Cincinnati and the Winners Walk Tall program, serving as a character coach for elementary school children. Steve and his wife Amy reside in Eastgate with their daughter and two sons.

 

Steve Gerhardt, CFP®

Financial Planner

Email Address

Steve.Gerhardt@LFG.com

Steve has been a financial planner with Lincoln Financial Advisors since 2004. His financial planning practice method is to demonstrate various options (usually 2-3) to individuals and families as to how they can maintain their financial independence throughout retirement. His practice focuses on wealth management, business succession planning at the personal level, retirement and charitable planning.

Steve is an Elder and University of Cincinnati graduate. He has a BA in business and has satisfied the education, examination, experience and ethics requirements for the CFP® certification. Additionally he holds the Series 7 and 66 registrations as well as the Life, Health and Annuity Licenses.

Interests away from the office include sailing and orienteering. He has his bareboat charter for sailing and is working towards the captain’s license. He volunteers weekly at the Saint Vincent DePaul Food Pantry and serves on the Board of the Sandy Oberjohann Memorial Fund.

 

J. Roger Green CLU®, ChFC®

Financial Planner

Email Address

Roger.Green@LFG.com

Roger has been associated with Lincoln Financial Advisors for many years working primarily in the area of Retirement Planning, including not only Qualified Retirement Plans but also the appropriate use of Life Insurance and Long Term Care products.

Roger is a Navy veteran and graduate of the Indiana University School of Business. He is a five year board member of the Wayne County Indiana Community Foundation, a board member of the Whitewater Valley Chapter of the Indiana University Alumni Association, and Secretary Treasurer of the Richmond Association of Insurance and Financial Advisors.

Roger and his wife Connie live in Richmond, Indiana and have two grown children and four grandchildren. They are active in their church and enjoy playing golf and traveling to be with grandkids.

Roger’s office is located in Cambridge City, Indiana.

 

Joseph J. Hoff, ChFC®, CLU®, CRPC®, CFP®

Financial Planner

Email Address

Joe.Hoff@LFG.com

Website

HoffBujnoch.com

Since June 1985, Joe has built a successful financial planning practice, serving individuals, business owners and professionals in the areas of wealth accumulation, investment, estate planning, and business succession/exit strategies. In 2013 the team of Hoff, Bujnoch and Associates was formed. HBA, whose teamwork and professionalism help to build long-term relationships with a growing client base and help to provide excellent customer service, has helped individuals and businesses achieve clarity and completion in their financial planning. Great depth of technical expertise and real world wisdom is brought to each client’s unique circumstance.

Joe graduated from Oak Hills High School and continued his education at the University of Cincinnati. He has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Consultant, Chartered Life Underwriter and Chartered Retirement Planning Counselor designations. He has been an active member of the Financial Planning Association since 1985, as well as the National Association of Insurance and Financial Advisors. Joe is also a member of The Resource Group; the Resource Group is an elite group of leading financial planners within Lincoln Financial Advisors, and a Member of Sagemark Consulting Private Wealth Services.

Joe and his wife Linda of over 45 years, enjoys spending time with family and friends, reading and volunteering with his Men’s bible study group.

 

Thomas B. Holding, CFP®, CLU®, CRPC®

Financial Planner

Email Address

Thomas.Holding@LFG.com

Thomas Holding (Tom) is a financial planner with over thirty years of experience educating and advising both businesses and individuals. Tom is a 1985 Business graduate from Miami University with majors in Finance and Marketing. His entire working career has been in the area of financial planning with expertise in Estate, Business Sucession, Retirement and Investment Planning.

A large part of Tom’s practice is also in the area of Qualified Retirement Plans like 401(k) and Profit Sharing Plans. Tom provides both plan design analysis for employers and investment education at the participant level.

A longtime resident of West Chester, Ohio, Tom has donated his experience to the Boards of the Chamber Alliance of West Chester/Liberty and the Community Foundation of West Chester/Liberty. Tom is also a Past-Board Member of the Cincinnati Chapter of the Financial Planning Association (FPA) and is a Past-President as well.

 

Michael O. Klaber

Financial Planner

Email Address

Michael.Klaber@LFG.com

Michael is a financial planner who focuses on client centered financial planning. Michael’s approach to financil planning, places an emphasis on comprehensive and holistic results, providing clients a sense of security and the opportunity to build a lasting legacy.

Michael has been in the financial services industry for over 20 years and has seen a lot of change in what clients want and need from their financial advisors. “My clients have come to realize that no one is going to hand them a complete comprehensive financial plan. It is something that they will have to commit to, and work diligently at, to put in place. In order to make this happen, I get to know my clients, their needs, dreams and desires. The key is to work together to create their financial plan while limiting or eliminating risk along the way. Risk is something that people don’t manage well. It can include leaving your family with inadequate life insurance, not having the right documents in place to protect their business or family, and not planning for estate taxes. People tend to only think of risk as it pertains to their investment portfolio, but its impact is far more reaching.”

Active in his community, Michael is always willing to offer a helping hand. He is a member of a local merchants group, the UCBMA, where he has served as Vice president and as Treasurer over the years. He is also an assistant Scoutmaster of his son’s troop, and can be seen volunteering at many local fundraisers. He has been involved with a number of senior groups over the years, speaking or chairing events. Michael also donates time to various non-profits to aid in their development and community outreach. One of these organizations is the Katie Linz Foundation – a group that raises funds to fight childhood cancer.

Michael is a graduate of University of Cincinnati, where he double majored in Economics and Business Management. He is active in his local church, Faith Community Methodist, and has been known to bake the cinnamon buns they offer after each morning service. “I have always felt that you should give back wherever possible.”

 

William F. Koontz, ChFC®, CAP®, CRPC®

Financial Planner

Email Address

William.Koontz@LFG.com

Since 1988, Bill has specialized in creating comprehensive financial plans that include retirement, investment planning, estate, charitable, and business owner services.

Education includes a B.A. from Kentucky Christian University, a M.Ed. from Xavier University, and an M.A. from Cincinnati Christian Seminary.

Bill’s designations include Chartered Financial Consultant (ChFC®), Certified Advisor in Philanthropy (CAP®) and Chartered Retirement Planning Counselor (CRPC®).

In addition to these, he has been an active member of the major professional organization, the Financial Planning Association, for over 20 years and a member of Kingdom Advisors since 2010.

Bill has two grown children and two at home, and lives in Loveland Ohio with his wife, Laura.

Since 1991, Bill has had a number of leadership positions in the Vineyard Church in Springdale. He also enjoys the outdoors – fishing, camping, canoeing, hiking, biking, boating, and skiing along with traveling.

 

Henry G. Mautner, CLU®, ChFC®

Financial Planner

Email Address

Hank.Mautner@LFG.com

In a career spanning three decades, Hank Mautner has earned a national reputation for helping successful individuals toward meeting their multigenerational financial planning goals. Skilled in developing and coordinating sophisticated wealth-building, estate and business succession planning solutions, Hank utilizes a collaborative, process-oriented approach to help assure that his clients are moving toward achieving their desired goals and objectives.

Hank began his career as a professional musician. With degrees from Miami University and Yale University, he performed throughout the United States and internationally, ultimately becoming a tenured faculty member at a Big Ten university.

Participation in a family business led Hank to develop a keen interest in multigenerational business planning, which culminated in his joining CIGNA Financial Advisors in 1992 as a financial planner. During his years with CIGNA and – following its acquisition in 1998 – with Sagemark Consulting, Hank has been recognized by clients and peers as a leader in his field.

Hank is a Lifetime Member of the Resource Group of Lincoln Financial Advisors Corp., a charter member of Sagemark Consulting’s Private Wealth Services Group, and most recently a founding member of Lincoln Financial Advisors’ Business Intelligence Institute. He is regularly featured as a platform speaker at industry meetings and via webcasts on a variety of advanced financial planning topics.

Hank lives in Newport, Kentucky, with his wife Jeannette and their four-legged extended family. His son, Ben, is a graphic designer and musician in New York City.

 

Darrin R. McAninch, CFP®

Financial Planner

Email Address

Darrin.McAninch@LFG.com

Darrin joined Lincoln Financial Advisors as a financial planner in 1992 after completing a Bachelors of Science Degree in Finance from the University of Cincinnati. Darrin earned the CERTIFIED FINANCIAL PLANNNER™ Practitioner certification in 1998.

Upon joining Lincoln Financial Advisors, Darrin built a successful financial planning practice, serving business owners and professionals in the areas of wealth accumulation, investment, and estate planning.

Darrin holds a Series 7 General Securities registration, a Series 24 General Securities Principal registration and a Series 65 Registered Investment Advisor registration.

Darrin is the Past-President of the Cincinnati Chapter of the Financial Planning Association. He has served on the Advisory Board of a local university. He is frequently invited to speak about financial topics to corporate and civic organizations and has been featured in television, newspaper and national business publications.

Darrin resides in Newtown, Ohio.

 

Michelle A. Metzger, CFP®, CRPC®
Michael A. Metzger

Financial Planners

Email Addresses

Michelle.Metzger@LFG.com
Michael.Metzger@LFG.com

Website

metzgerfinancialplanning.com

Mike and Shelly, a husband and wife team, are committed to providing independent financial planning and active managed investment services. With more than 32 years of combined experience, they have been working with individuals and business owners to help them toward reaching their goals. Their rigorous investment screening process has helped their clients navigate through these volatile markets.

Through their holistic financial planning process, they are able to help toward a comfortable retirement, reduce taxes and maintain a long term investment strategy. Understanding their clients goals, objectives and principles allows them to present innovative strategies to help toward meeting their retirement and investment planning needs.

There is no more important objective, according to Mike and Shelly, than continuing to earn and maintain the trust, confidence and respect of their clients. This philosophy has allowed them the privilege to develop and maintain long term relationships.

Mike and Shelly currently reside in Mason, Ohio and enjoy spending time with their daughters, their family and friends, reading, trying to play golf and volunteering at church.

 

Louis J. Moore, CFP®, CLU®, ChFC®, CBEC®

Financial Planner

Email Address

Lou.Moore@LFG.com

For over 30 years, Lou has helped affluent clients achieve clarity and completion in their financial planning. Great depth of technical expertise and real world wisdom is brought to each client’s unique circumstances. Lou’s scope of work is to help each client create and attain their desired financial future. His guiding principal is “Nothing less than excellence”, and his communication philosophy is “Clear, concise and direct”.

As an active member of the financial, business, and estate planning community, Lou stays on the cutting edge of industry changes and innovations. His services include: Wealth transfer strategies; business succession & exit strategies; portfolio analysis & design; comprehensive estate planning; advanced life insurance analysis & design and traditional & non-traditional investments.

Lou has a Bachelor’s degree in Finance, University of Florida, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certificaton, a Chartered Financial Consultant (ChFC) designation, a Certified Life Underwriter (CLU) designation, a Certified Business Exit Consultant (CBEC®) desgnation, a member of The Cincinnati Estate Planning Council, a member of Sagemark Consulting’s Private Wealth Services and Resource Group of LincolnFinancia Advisors Corp, a Registered Securities Principal and Registered Representative, a member of The Business Intelligence Institute of Lincoln Financial Advsiors Corp., and has been listed as a FIVE STAR Wealth Manager*, Best in Client Satisfaction as recognized by Crescendo Business Services each year since 2008.

*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on evaluation criteria from financial advisors on tenure, retention, designations, regulatory disclosures and FSP research. Neither the advisors nor their parent firm paey a fee to FSP for the nomination or award, but may be charged for addtional advertising material. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://wwww.fivestarprofessional.com/.

 

Allie (May) Morrison

Financial Planner

Email Address

Allie.May@LFG.com

Allie is a financial planner with Lincoln Financial Advisors. She thrives on assisting her clients line out a path toward meeting their specific financial goals and thoroughly enjoys the strong relationships built along the way. Her areas of expertise include estate planning, wealth management, retirement planning, and life insurance.

She has worked in the industry since 2007 after graduating Summa Cum Lade from Indiana State University with a B.S. in Finance. She works closely with her father, Gary May who has been registered with Lincoln for over 35 years. She holds the FINRA Series 7 and 66 registrations as well as the Life, Health and Annuity registration.

Along with her husband and son, Allie resides in the Evansville, Indiana area; growing up just north in the town of Haubstadt. After playing softball from a young age through college, Allie now enjoys using the majority of her spare time to help young girls work to improve their softball skills. Away from business and softball, she is also fond of spending time with her family, baking, cheering on local sport teams, and attending church.

Allie’s office is located in Evansville, Indiana.

 

Roberta (Bobbie) J. O’Shell

Financial Planner

Email Address

Bobbie.Oshell@LFG.com

Bobbie has worked in the financial services industry throughout her career. She established her financial planning and investment advisory practice through her affiliation with Lincoln Financial Advisors Corp.

Bobbie’s professional credentials include:

  • B.S. Degree in Business Administration and Accounting, Indiana University of Pennsylvania
  • Registered Representative, Financial Industry Regulatory Authority (FINRA), Series 7
  • Chartered Financial Consultant designation
  • Chartered Life Underwriter designation

Bobbie and her husband, Gary Holterman resides in Mason, Ohio. Her outside activities include volunteer work for the Darlene Bishop Home for Life, Cincinnati Youth Collaborative Annual Celebration, Board Member Trailside Acres Home Owners Association and active supporter of numerous non-profit organizations.

 

Lisa M. Palmisano

Financial Planner

Email Address

Lisa.Palmisano@LFG.com

Lisa is a Financial Planner with over 20 years of experience. Lisa has a passion for helping people protect their financial independence through retirement. Her practice focuses on investment management programs and retirement planning.

Lisa graduated from the University of Louisville with a Bachelor of Science in Business Administration. Lisa currently holds her FINRA Series 7, 63 and 65 registrations as well as her Life and Annuity licenses.

In her free time, Lisa loves horses – a passion she and her husband share - and spend time with family and friends.

Lisa’s office is located in Prospect, Kentucky.

 

Roger Strunk

Financial Planner

Email Address

Roger.Strunk@LFG.com

Roger has been working in the financial services industry for 5+ years. His practice focuses on all aspects of wealth management and working with clients entering retirement to build a budget and generate the necessary income to maintain their lifestyle throughout retirement. His personal goal is to become a lifetime resource for every client.

Roger and his wife reside in the Union Township / Anderson Township area of Cincinnati and is a proud graduate of the University of Cincinnati. He holds his FINRA Series 6, 7, 63 and 65 registrations as well as his Life and Health licenses. Each year he also certifies to provide Medicare and individual health care support to his clients.

Away from the business, Roger enjoys golfing, camping, hiking and bike riding.

 

Andrew S. Tedesco, CFP®

Financial Planner

Email Address

Andrew@Dougherty-Associates.com

Website

Dougherty-Associates.com

Andrew is a financial planner and the Director of Financial Planning with Dougherty & Associates. He specializes in comprehensive financial planning, wealth management, retirement strategies (individual and institutional), intergenerational wealth transfer strategies, investment planning, tax reduction strategies, estate conservation and planning, personal risk management, education funding, retirement income planning, charitable planning, and wealth accumulation.

Andrew holds a degree in Finance from Xavier University and has over 17 years of experience. He holds his FINRA Series 7 and 66 registrations, Life, Health and Annuity licenses and has earned his CERTIFIED FINANCIAL PLANNER™ professional certfication.

Andrew has been listed as a Cincinnati Five Star Wealth Manager*. He resides with his wife and daughter in West Chester and enjoys spending time with family and friends.

*The Five Star Wealth Manager Award is independently produced by Fve Star Professional (FSP) and is based on evaluation critera from financial adviors on tenure, retention, designations, regulatory disclosures and FSP reearch. Nether the advisors nor their parent firm pay a fee to FSP for the nomination or award, but may be charged for additional advertising material. Working with a Five Sr Wealth Manager iso guarantee of investment success. For more inormation go to http://www.fivestarprofessional.com/.