Our Team

 

Gregory P Woods , CLU®, ChFC®, CFP®, WMCP®

Principal and Private Wealth Advisor

Office 513-759-8800


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Thomas Stephen Sperber , CFP®

Principal and Private Wealth Advisor

Office 513-366-3625


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Breeanna Daniels

Director of Operations

Office 513-777-4300


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Michelle M Durand

Assistant

Office 513-366-3600


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