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Certified Financial Planners in Ohio

Certified Financial Planners in Dayton, OH

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52 results found

Joseph Markowski Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Financial Manager • Guide • Contractor • Tour Guide • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Software Tester • Computer Specialist • Law Specialist • Lawyers • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Independent Business Owners

Experience & Education

Position:
Operations Manager at BBS Hosiery, Inc.
Location:
Dayton, Ohio Area
Industry:
Law Practice
Work history:
BBS Hosiery, Inc. Operations Managersince Nov 2010Wright State University Adjunct ProfessorJan 2010 - Apr 2010
Full Profile

William Deshurko Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Writer • Owner • Financial Manager • Chief Executive • Operations Manager • Advisor • Business Administrator • Model • Contractor • Tour Guide • Bookkeeper • Independent Business Owners

Experience & Education

Position:
Freelance Writer at Bill DeShurko, CFP (Sole Proprietorship), Owner at 401 Advisor, LLC (Sole...
Location:
Dayton, Ohio Area
Industry:
Investment Management
Work history:
Bill DeShurko, CFP Freelance Writersince Jun 2008401 Advisor, LLC Ownersince Jan 1993
Skills:
We focus investment management on two primary strategies, A diversified ETF portfolio modeled after ...
Full Profile

Sonseenahray Hambrick Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Registered Representative with Daniel W. Dittman, CPA, CLU, CFP and Eric M. Anderson at...
Title:
Associate Registered Representative with Daniel W. Dittman, CPA, CLU, CFP
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Beavercreek, OhioAssociate Registered Representative with Daniel W. Dittman, CPA, CLU, CFP and Eric M. Andersonsince Sep 2011Lincoln Investment Planning Financial RepresentativeMay 2007 - Apr 2011
Full Profile

Angela Curtis Dayton, OH

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Financial Consultant at Lifestages Financial Services
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Lifestages Financial Services - Centerville, OhioFinancial Consultantsince Mar 2012AG Edwards - Beavercreek, OhioFinancial AdvisorApr 2007 - Feb 2012
Certifications:
Certified Finanacial Planner, CERTIFIED FINANCIAL PLANNER™ Board
Full Profile

Elizabeth Brown Dayton, OH

Professions & Specialties

Financial Planner • Financial Consultant • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Bachelor of Science • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Financial Planner, Financial Advisor at M.K. Brown Wealth Advisory
Title:
Financial Planner, Financial Advisor
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
M.K. Brown Wealth Advisory Financial Planner, Financial Advisorsince Aug 2005Miller-Valentine Group Financial AnalystNov 2003 - Jul 2005
Full Profile

Nicholas Stebner Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Construction • Meter Reader • Gas Meter Reader • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Librarian • Operations Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER(TM) at LifePlan Financial Group, Inc.
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
LifePlan Financial Group, Inc. CERTIFIED FINANCIAL PLANNER(TM)since Jul 2005Dayton Power & Light Meter ReaderJul 2001 - Jun 2005
Skills:
Portfolio construction and management, financial planning, client services
Full Profile

Nick Stebner Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Construction • Meter Reader • Gas Meter Reader • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER(TM) at LifePlan Financial Group, Inc.
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
LifePlan Financial Group, Inc. CERTIFIED FINANCIAL PLANNER(TM)since Jul 2005Dayton Power & Light Meter ReaderJul 2001 - Jun 2005
Full Profile

Daniel Dittman Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Chairperson • Financial Manager • Chief Executive • Software Developers

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual Financial Network
Title:
CPA, CFP(R), CLU, CASL Wealth Management Advisor at Northwestern Mutual Financial Network
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network - Dayton, Ohio AreaWealth Management Advisorsince Mar 2006Boonshoft Museum of Discovery President of Board of Trustees2000 - 2004
Full Profile

Christopher Cowlen Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Dean • Higher Education Professional • School Administrator • Educational Manager • Apprentice • Supporting Member • Team Member • Executive Vice President • Vice President • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Senior Associate • Student Worker

Experience & Education

Position:
Operations Assistant at University of Dayton
Title:
Accounting Major at University of Dayton
Location:
Dayton, Ohio
Industry:
Accounting
Work history:
University of Dayton - Dayton, OHOperations Assistantsince May 2012C.H. Dean - 3500 Pentagon Blvd., Beavercreek, OH 45431Tax InternJan 2013 - Apr 2013
Skills:
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Customer...
CFP
Full Profile

Michael Grannis Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Dayton, Ohio Area
Industry:
Financial Services
Full Profile

Chad Hamberg Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP(R) at Smith, Griesmeyer & Moses LLC
Location:
Dayton, Ohio Area
Industry:
Financial Services
Full Profile

Jeff Bell Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Manager • Financial Manager • Construction • Inventory Specialist • Logistician

Experience & Education

Position:
Operations Manager at BellBrook Fence Co Inc
Title:
Operations Manager at BellBrook Fence, CFP CAGOI CI
Location:
Dayton, Ohio Area
Industry:
Retail
Work history:
BellBrook Fence Co Inc Operations Managersince Feb 2011Best Buy Customer Solutions ManagerOct 2010 - Apr 2011
Full Profile

Shon Anderson Dayton, OH

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Adjunct Professor at Wright State University, Financial Advisor at Merrill Lynch
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Wright State University Adjunct Professorsince Jan 2009Merrill Lynch Financial Advisorsince Sep 2007
Skills:
CERTIFIED FINANCIAL PLANNER, Chartered Retirement Planning Counselor
Full Profile

Teri Engle Dayton, OH

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, Certified Financial Planner at Merrill Lynch
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor, Certified Financial Plannersince 1993
Full Profile

Fred Scott Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Management Consultant • Business Consultant • Management Analyst • Analysts • Advisor • Financial Manager

Experience & Education

Work

Company:
Self-employed
Business consultant

Skills

People-person, one-on-one, or a seminar for 500. Sales and Business Consulting
Full Profile

Dan Dittman Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Title:
CPA, CFP(R), CLU Wealth Management Advisor at Northwestern Mutual Financial Network
Location:
Dayton, Ohio Area
Industry:
Financial Services
Full Profile

Dusty Beam Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Morgan Stanley Smith Barney
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFP
Full Profile

Brian Cfp Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Wichman, Newell and Stephan
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Wichman, Newell and Stephan Certified Financial Planner
Full Profile

Brian Stephan Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Wichman, Newell and Stephan
Location:
Dayton, Ohio Area
Industry:
Financial Services
Full Profile

Daniel Wolodkiewicz Dayton, OH

Professions & Specialties

Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Pinnacle Financial Associates
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Pinnacle Financial Associates - Beavercreek, OhioPresidentsince 1999
Skills:
Financial Planning, Retirement Income Planning, Investment Management, Insurance, Program...
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards Inc. (CFP Board)
Full Profile

Chris Fashing Dayton, OH

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Investor • Leader • Managers • Director • Chief Executive Officer • Chief Administrative Officer • Operations Manager • Corporate Executive • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Area Manager • Advisor • Marketing Manager • Region Manager • Financial Manager • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Supervisor/Officer - Mortgage Default Services at PNC Mortgage
Title:
Innovative Banking / Financial Services Performance & Productivity Management Executive
Location:
Dayton, Ohio Area
Industry:
Banking
Work history:
PNC Mortgage - Miamisburg, OHSupervisor/Officer - Mortgage Default Servicessince Aug 2010Cardinal Fitness General ManagerMar 2008 - May 2010
Skills:
Strategic Financial Planning, Investments, Strategic Planning, Team Building, New Business...
Studies for CFP,Certified Financial Planner,
Full Profile

Benjamin Feldmeyer Dayton, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
financial planner at Ameriprise Financial
Location:
Dayton, Ohio Area
Industry:
Financial Services
Certified Financial Planner Board of Standards
Full Profile

Shaun Nicholson Dayton, OH

Professions & Specialties

Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Vice President - Investments at UBS Financial Services
Location:
Dayton, Ohio Area
Industry:
Financial Services
CFP
Full Profile

Ben Feldmeyer Dayton, OH

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Ameriprise Financial Advisors Financial Advisor at Ameriprise Financial Senior Financial Advisor at Ameriprise Financial Services, Inc. see less...
Location:
Dayton, Ohio Area
Industry:
Financial Services
Certified Financial Planner Board of Standards
Full Profile

Chris Buck Dayton, OH

Professions & Specialties

Vice President • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Senior Advisor • Advisor • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Vice President at LifePlan Financial Group, Inc., Adjunct Professor at College for Financial Planning
Title:
Vice President at LifePlan Financial Group, Inc.
Location:
Dayton, Ohio Area
Industry:
Investment Management
Work history:
LifePlan Financial Group, Inc. - Dayton, Ohio AreaVice Presidentsince Dec 1993College for Financial Planning Adjunct Professorsince Jan 2010
Certified Financial Planner
Full Profile

Suzanne Pate Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Development Director • Deputy Director • HR Manager • Deputy Manager • Chief Executive • Operations Manager • Financial Manager • Business Administrator • Non-Profit • Income Tax Preparer • Tax Preparer • Tax Accountant

Experience & Education

Position:
Director of Development, School of Engineering at University of Dayton
Title:
Director of Development at University of Dayton
Location:
Dayton, Ohio Area
Industry:
Higher Education
Work history:
University of Dayton - Dayton, OHDirector of Development, School of Engineeringsince Apr 1998Wright State University Foundation - Dayton, OHAssociate Director, Major Gifts and Planned GivingJun 1992 - Apr 1998
Skills:
Non-profits, Fundraising
Full Profile

Benjamin Hager Dayton, OH

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Summer Associate • Lawyers • Paralegal • Volunteer • Non-Profit • Student Worker • Financial Manager

Experience & Education

Position:
Attorney at Taft Stettinius & Hollister LLP
Location:
Dayton, Ohio Area
Industry:
Law Practice
Work history:
Taft Stettinius & Hollister LLP - Dayton, Ohio AreaAttorneysince Aug 2011Stoll Keenon Ogden PLLC Summer AssociateMay 2009 - Aug 2009
Skills:
Tax, Corporate Law, Tax Law, Investments, Litigation, Legal Writing, Accounting, Corporate...
Full Profile

Arvind Joshi Dayton, OH

Professions & Specialties

Puchasing and Estimating Manager • Adjunct Instructor • Lecturer • Postsecondary Teacher • Hospital Care Professional • Health Professional • Health Practitioner • Master of Business Administration • Information Technology Specialist • IT Specialist • Operations Manager • Financial Manager • Analysts

Experience & Education

Position:
Healthcare Analytics at CareSource Management Group, Adjunct Faculty at Kettering College of...
Title:
Informatics at CareSource Management Group
Location:
Dayton, Ohio Area
Industry:
Hospital & Health Care
Work history:
CareSource Management Group - Dayton, Ohio AreaHealthcare Analyticssince Apr 2012Kettering College of Medical Arts Adjunct Facultysince Aug 2006
Skills:
Data Analysis, Financial Analysis, Budgeting, Statistical Data Analysis, Corporate Finance,...
Certified Financial Planner,CFP,
Full Profile

William Pohlman Dayton, OH

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Sales Agent • Owner • Board Member • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Vice President • Financial Manager • Dean • Higher Education Professional • School Administrator • Educational Manager • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Tax Accountant

Experience & Education

Position:
Chair of Board of Directors at Wright State Foundation Board, Owner at Pohlman & Talmage CPAs
Title:
Owner, Pohlman & Talmage CPAs
Location:
Dayton, Ohio Area
Industry:
Accounting
Work history:
Wright State Foundation Board Chair of Board of Directorssince Jul 2011Pohlman & Talmage CPAs Ownersince Oct 1992
Skills:
Strategic Financial Planning, Accounting, Income Tax, Tax, QuickBooks, Tax Preparation, Tax...
CFP,certified financial planner,
Full Profile

Christopher Sove Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Publications Director • Operations Manager • Financial Manager • Computational Scientist • Computer Scientists • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Position:
Attorney at The Law Offices of Sove & Sove, LLC, Lead Publications Director, Diamond LL.M....
Title:
Tax, Business & Estate Planning Attorney in the Greater Dayton Area
Location:
Dayton, Ohio
Industry:
Law Practice
Work history:
The Law Offices of Sove & Sove, LLC - 2600 Far Hills Ave. Ste. 220, Oakwood, OH 45419Attorneysince May 2010Thomas Jefferson School of Law Lead Publications Director, Diamond LL.M. Programsince Dec 2007
Skills:
Corporate Law, Tax, Legal Research, Mediation, Estate Planning
Full Profile

Tyrone Phillippi Dayton, OH

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Staff Sergeant • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at LifePlan Financial Group, Inc.
Location:
Dayton, Ohio Area
Industry:
Investment Management
Work history:
LifePlan Financial Group, Inc. Presidentsince Oct 1994Ohio Air National Guard Staff SergeantJun 1987 - Jan 1995
Skills:
Sudden Money and Life Transition Expert, Level 1 Senior Advisor
CFP Board of Standards
Full Profile

Timothy Ippisch Dayton, OH

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Wealth Management Advisor at Northwestern Mutual Financial Network
Location:
Dayton, Ohio Area
Industry:
Financial Services
Certified Financial Planner Board of Standards
Full Profile

Paul Mccollum Dayton, OH

Professions & Specialties

Puchasing and Estimating Manager • Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Financial Manager • Technical Specialist • Technical Support Specialists • Analysts

Experience & Education

Position:
President and Chief Investment Officer at Intellinomics
Title:
President and Chief Investment Officer at Intellinomics®
Location:
Dayton, Ohio Area
Industry:
Investment Management
Work history:
Intellinomics President and Chief Investment Officersince Nov 2005
Skills:
Portfolio Management, Tactical Asset Allocation, Managing Investment Risk, Technical Analysis
Certifications:
Candidate for the Chartered Market Technician (CMT) designation (Level II), Market Technicians Association (MTA)
Certified Investment Management Analyst (CIMA®), Investment Management Consultants Association (IMCA)
Certified Financial Planner (CFP
Full Profile

Georgianna Parisi Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Administrative Officer • Chief Executive • Attorney At Law • Lawyers • Reporter • Financial Manager

Experience & Education

Position:
Owner at Georgianna I. Parisi, attorney at law
Title:
Parisi Law Firm
Location:
Dayton, Ohio Area
Industry:
Legal Services
Work history:
Georgianna I. Parisi, attorney at law Ownersince Nov 1982Beavercreek Daily News Court ReporterJun 1976 - Jun 1979
Certifications:
Certified Attorney in Estate Planning, Trusts and Probate Law, Ohio State Bar Association
Full Profile

Brent Ross Dayton, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2009Wells Fargo Home Mortgage Branch ManagerJan 2002 - Jun 2007
Skills:
Retirement Planning, Series 7, Uniform Combined State Law, Wealth Management Services, FINRA,...
Certified Financial Planner
Full Profile

Forest Moses Dayton, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Partner • Operations Manager • Marketing Manager • Chief Executive • Branch Manager • Field Marketing Specialist • Marketing Administrator • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative/Branch Manager - OSJ at FSC Securities Corporation, Partner at Smith,...
Title:
Financial Advisor/Branch Manager - OSJ at FSC Securities Corporation
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
FSC Securities Corporation Registered Representative/Branch Manager - OSJsince Nov 1991Smith, Moses & Company, LLC Partnersince Sep 1991
Certified Financial Planner,CFP,
Full Profile

Nick Rosenbauer Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Associate Attorney • Law Specialist • Lawyers • Independent Contractor • Contractor • Independent Business Owners • Student Worker • Financial Manager • Community Service Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Attorney at The Law Offices of John T. Nicholson, Sole Proprietor/Attorney at Rosenbauer...
Title:
Attorney at The Law Offices of John T. Nicholson
Location:
Dayton, Ohio Area
Industry:
Law Practice
Work history:
The Law Offices of John T. Nicholson - Dayton, Ohio AreaAssociate Attorneysince Oct 2012Rosenbauer Law Office LLC - Dayton, Ohio AreaSole Proprietor/Attorneysince Nov 2012
Certifications:
License to Practice Law, Supreme Court of Ohio
Full Profile

Douglas Hahn Dayton, OH

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Referee • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Judge

Experience & Education

Position:
Attorney-Owner at Hahn Law Offices LLC
Location:
Dayton, Ohio Area
Industry:
Legal Services
Work history:
Hahn Law Offices LLC - Liberty Tower, Dayton, OhioAttorney-Ownersince 1986Hahn Law Offices LLC - Liberty Tower, Dayton, Ohio 45402Owner1985 - 2011
Full Profile

Jill Bracci Dayton, OH

Professions & Specialties

Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America...
Title:
Wealth Management Advisor
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Vice Presidentsince Nov 2009
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Certified Divorce Financial Analyst, The Institute for Divorce Financial Analysts
Full Profile

Jonathan Hlavac Dayton, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Not Permitted by my Broker/ Dealer Firm
Title:
Financial Advisor
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Not Permitted by my Broker/ Dealer Firm Financial Advisorsince Sep 2003Miami Valley Pension Administrator2001 - 2003
Skills:
Retirement Planning, Retirement, Employee Benefits, Insurance, Investments, Finance, Customer...
CFP
Full Profile

Toni Sprinkel Dayton, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Agent • Sales Representative • Advisor • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Business Administrator • Non-Profit • Financial Manager • Operations Manager • Master of Business Administration

Experience & Education

Position:
Advisor at McGohan Brabender Senior Solutions, Owner at Gemstone Holdings LLC
Title:
Agent at McGohan Brabender Senior Solutions
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
McGohan Brabender Senior Solutions Advisorsince 2009Gemstone Holdings LLC Ownersince Apr 2004
Skills:
Insurance, Public Speaking, Customer Service, Strategic Planning, New Business Development,...
Financial Planner,CFP
Full Profile

Luis Strohmeier Dayton, OH

Professions & Specialties

Managing Partner • Vice President • Owner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Wealth and Legacy Group, Vice President at Centro Designs, Inc, Owner at SUMMIT ...
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Wealth and Legacy Group Managing Partnersince Feb 2010Centro Designs, Inc Vice Presidentsince Oct 2006
Skills:
life insurance underwriting management and bidding process, portfolio analisys, comprehensive...
CFP
Full Profile

Jeffrey Beigel Dayton, OH

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Fisher • Master of Business Administration • Bachelor of Philosophy • Financial Manager

Experience & Education

Position:
Attorney at Kerrigan, Boller, Goettemoeller & Beigel Co., LPA
Location:
Dayton, Ohio Area
Industry:
Law Practice
Work history:
Kerrigan, Boller, Goettemoeller & Beigel Co., LPA Attorneysince Mar 2002Jeffrey J. Beigel & Co, LPA AttorneyMar 1989 - Feb 2002
Skills:
Corporate, Commercial, Business Sales and Transfers, Real Estate, Probate, Trusts, Estate Planning, ...
Full Profile

Joseph Balmer Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Law Clerk • Lawyers • Judicial Law Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Attorney at Holzfaster, Cecil, McKnight & Mues
Title:
Holzfaster, Cecil, McKnight & Mues
Location:
Dayton, Ohio Area
Industry:
Law Practice
Work history:
Holzfaster, Cecil, McKnight & Mues Attorneysince Apr 1991Santen, Schafer & Hughes - Cincinnati, OhioLaw ClerkMay 1988 - Aug 1988
Full Profile

Brian Garrison Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Program Director • Operations Manager • Financial Manager • Analyst • Analysts • Bachelor of Science

Experience & Education

Work

Company:
Camber corp
Distributed training network (dtn) deputy program manager
Company:
Serco, inc - Dayton, OH
Global hawk risk program manager
Full Profile

Brian Garrison Dayton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Program Director • Operations Manager • Financial Manager • Independent Contractor • Contractor • Bachelor of Science • Master of Science • Independent Business Owners

Experience & Education

Work

Company:
Serco, inc
Program manager
Company:
Camber corp
Program manager, distributed training network (dtn)
Full Profile

Daniel Johnson Dayton, OH

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr Portfolio Manager at US Bank
Location:
Dayton, Ohio Area
Industry:
Investment Management
Work history:
US Bank Sr Portfolio ManagerCharles Schwab Branch ManagerAug 1993 - Jun 2005
CFP
Full Profile

Fran Stockert Dayton, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Consultant
CFP
Full Profile

Bharat Desai Dayton, OH

Professions & Specialties

Pharmacist • Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager

Experience & Education

Position:
PHARMACIST at VA Medical Center
Location:
Dayton, Ohio Area
Industry:
Hospital & Health Care
Work history:
VA Medical Center PHARMACIST
Certified Financial Planner (CFP)
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Jeffrey Hancock Boise, ID

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Board Member • Vice President • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Key Private Bank
Title:
Senior Financial Advisor at KeyBank
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Key Private Bank - Boise, IDSenior Vice Presidentsince 1995Idaho Shakespeare Festival Board Member2012 - 2013
Certifications:
Certified Financial Planner, Certified Financial Planer Board of Standards
Certified Wealth Strategist, Canon Financial Institute
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