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Wealth Management

Guidance for the Individual Investor

Our independent financial professionals draw from many years of experience and knowledge in wealth management to offer you a large array of investment services, and products. Our mission is to fully understand your situation and tailor financial advice and recommendations to address your specific needs. The staff of seasoned financial advisors can assist you with:

Stocks, Bonds, Mutual Funds, CDs, Wealth Management Services, 

Fixed Annuities, Variable Annuities, IRAs Rollovers, Traditional IRAs, Roth IRAs, 

Risk Management Services, Long Term Care, Disability, Life Insurance

 

Wealth Management Team

Kim Sherwood

Kim E Sherwood, AIF®

Branch Manager and Financial Advisor

513.699.2946

513.699.2947

David Beiswanger

David Beiswanger, CFP®

Financial Services Advisor

513.699.2998

513.699.2999

Ian G Koutny

Ian G Koutny

Wealth Management Assistant

513.699.2948

513.699.2949

Kyle Redmond

Kyle Redmond

Registered Administrative Assistant

513.699.2970

513.699.2971

Are you an individual seeking personalized solutions? Start the conversation today!

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