I enjoy developing long-term relationships with clients, giving them the opportunity to build wealth, live comfortably and leave a legacy. Together, we accomplish this by using an established process to build a personalized strategy, helping them achieve what is most important to them. We can also work with your CPA, attorney, and other professionals to develop comprehensive financial strategies that leverages everyone's expertise.

My branch office administrator, Gerry Palumbo, enjoys partnering with our clients to help keep them on track towards achieving their goals. She was born and raised on the west side of Cincinnati and has always worked in the service industry.

We proudly serve a variety of clients whose goals range from growing wealth, to planning for and living in retirement, to savings for education expenses. It’s also important for clients to know options they have with past employer 401ks. We also work with business owners on their company-sponsored savings plans- SEP, SIMPLE and 401k. Together, we create strategies for business succession, asset growth and tax reduction. Since Gerry and I both owned small businesses, we appreciate the unique challenges they face and enjoy working with them.

Before working at Edward Jones, I designed avionics at McDonnell Douglas and later managed large business units for international corporations in the automotive industry. Milynn, my wife of 35 years, and I moved to Anderson Township from Huntington Beach, CA in 1995. Our three children graduated from Forest Hills schools and attended University of Cincinnati or Ohio State. Throughout their childhood, I was active in coaching their soccer and hockey teams. It’s important volunteering my time with senior centers hosting presentations on topics like Social Security, Medicare and how to identify and deal with scammers. Being an active member of the Clermont Chamber, Cincinnati USA Regional Chamber and East Fork Kiwanis Club is also rewarding.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Music
  • Aviation
  • Hiking
  • Soccer
  • Tennis

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends

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