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Lang Financial Group, Inc. & LFG Advisory Services - Cincinnati, Ohio

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Kim E Sherwood

Branch Manager and Financial Advisor

(513) 699-2946

(513) 699-2947

Kim Sherwood is an financial advisor and branch manager with Cetera Advisor Nerworks LLC, who has worked in the financial services industry for over 15 years.

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Butch Elfers, CPA, CFP®

Registered Representative and Financial Advisor

(513) 699-2948

(513) 699-2949

Butch Elfers, CPA, CFP® joined Lang Financial Group, Inc. in 1997, and operates as the Director of Qualified Retirement Plans.

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Aaron Taylor

Registered Representative

(513) 699-2990

(513) 699-2991

Aaron Taylor joined Lang Financial Group, Inc. in 2008 and focuses primarily on Qualified Retirement Plans for companies of 1 to 100.

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Mike Roehm

Registered Representative

(513) 699-2974

(513) 699-2975

Mike has been with Lang Financial Group since 1993. He focuses on employee benefits and employer sponsored retirement plans.

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Katie Duritch

Registered Representative

(513) 699-2980

(513) 699-2981

Katherine Duritsch has been in the retirement planning industry for 12 years in areas ranging from third party administration to investment advisory services.

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Dennis Fox

Registered Representative and Financial Advisor

(513) 699-2946

(513) 699-2947

Specializing in Individual Planning: IRA and Retirment Planning, Porfolio Design and Allocation Strategies, Tax and Risk Management Strategies

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Tom Ward

Investment Advisor Representative

(513) 699-2946

Professional Services Tom is an Investment Advisor Representative with over 25 years’ experience in the financial services industry. With securities registrations Series 7, 66 as well as, health and life insurance licenses, he...

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