Broker Check

Our Team

Robert H. Jerger

Managing Member, CERTIFIED FINANCIAL PLANNERâ„¢ and LPL Financial Representative

513.575.3930

[email protected]

Rob was born and raised in Cincinnati, Ohio. He is a graduate of the University of Cincinnati with a Bachelor’s Degree in Business Administration, with emphasis’ on Finance and Accounting. He has 22 years of experience in...

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Kristen M. Buchanan

Vice President, CERTIFIED FINANCIAL PLANNERâ„¢, Chartered Retirement Plans Specialistâ„  and LPL Financial Representative

513.575.3930

[email protected]

Kristen grew up just outside of Columbus, OH until moving to Cincinnati to attend the University of Cincinnati. She graduated in 2012 with a Bachelor’s of Science degree in Middle Childhood Education, with a focus on math and...

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Samantha J. Sundburg

Client Relationship Manager

513.575.3930

[email protected]

Samantha moved to the Cincinnati area from Hagerstown, Maryland in July of 2016. She graduated from California University of Pennsylvania in 2013 with a Bachelor’s of Science Degree in English Education and a minor in Art. After...

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Wendy S. Bihn

Administrative Assistant

513.575.3930

[email protected]

Wendy grew up in Geneva, Ohio. She graduated from Bowling Green State University in 1990 with a Bachelor of Science degree in Business Administration with her a focus in Marketing. Following graduation, she moved to Cincinnati, Ohio....

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