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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
Benjamin Debord (CRD# 7178102) is an Investment Advisor Representative working at Rovia Tree Financial LLC in Lebanon, OH and has over 4 years of experience in the finance industry.
James Highland (CRD# 7786078) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Lebanon, OH and has 1 year of experience in the finance industry.
Timothy McKenzie (CRD# 7562170) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lebanon, OH and has 1 year of experience in the finance industry.
Matthew Parks (CRD# 5430848) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lebanon, OH and has over 11 years of experience in the finance industry.
Tyler Schmidt (CRD# 7210393) is an Investment Advisor Representative working at Edward Jones in Lebanon, OH and has over 4 years of experience in the finance industry.
Phillip Sorum (CRD# 7307977) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, OH and has over 2 years of experience in the finance industry.
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create...
Thomas Walsh (CRD# 1210661) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cincinnati, OH and has over 29 years of experience in the finance industry.
Michael Abbinante (CRD# 3004878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 25 years of experience in the finance industry.
John Abbott (CRD# 2930449) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has over 26 years of experience in the finance industry.