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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jonathan Eschan (CRD# 4714941) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cold Spring, KY and has over 20 years of experience in the finance industry.
Certified Financial Planner (CFP®)
IRS Enrolled Agent
Series 6, Series 7, Series 63, & Series 65
Insurance Licensed in Ohio & Kentucky
Matt runs Hicks & Mann as a holistic financial planning firm with an emphasis on retirement planning, estate planning, wealth management, and tax planning. He enjoys helping clients reach their financial goals such as retirement while keeping their tax bill to the IRS as small as possible. Matt has extensive experience with financially successful families and family-owned businesses. He advises professionals and senior corporate executives and their families. Clients...
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