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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
Michael Thompson (CRD# 5362461) is an Investment Advisor Representative working at Cuso Financial Services in Springboro, OH and has over 16 years of experience in the finance industry.
Kimberly Tucker (CRD# 4540011) is an Investment Advisor Representative working at Edward Jones in Springboro, OH and has over 17 years of experience in the finance industry.
Stevan Vaughan (CRD# 2488424) is an Investment Advisor Representative working at Financial Counseling, Inc. in Springboro, OH and has over 24 years of experience in the finance industry.
Kevin Cox (CRD# 2965617) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springboro, OH and has 1 year of experience in the finance industry.
William Grizinski (CRD# 1126007) is an Investment Advisor Representative working at Planmember Securities Corporation in Springboro, OH and has over 22 years of experience in the finance industry.
Matthew Jadwisiak (CRD# 7192881) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has over 4 years of experience in the finance industry.
Bret Loftis (CRD# 7789632) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has 1 year of experience in the finance industry.
Jessica Marrinan (CRD# 7872020) is an Investment Advisor Representative working at Mccarthy Wealth & Tax Advisors in Springboro, OH and has 1 year of experience in the finance industry.
Tyler Purcell (CRD# 6103254) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 11 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...