Our Firm

 

Chris Plummer , CFP®, CLU®, ChFC®, CLTC®, CASL®

Partner

Office 513-366-3626


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James H Daffin , CFP®, ChFC®, CASL®, RICP®, CAP®

Partner

Office 513-366-3679


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Michael L Bochnovich , CFP®, CLU®, ChFC®, RICP®

Partner

Office 513-366-3697


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Nick Nicholas Plummer , CFP®

Director of Investments

Office 513-366-3790


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Shane M Watson , CFP®

Associate Wealth Management Advisor

Office 513-366-3675


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Liz Marie Girbert , CFP®

Associate Wealth Management Advisor

Office 513-366-3791


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Sharyn L Dunnette

Associate Financial Representative

Office 513-366-3792


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Caitlin A Plummer

Service Coordinator

Office 513-366-3622


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