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OUR TEAM

Robert H. Jerger

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

513.575.3930

robert.jerger@lpl.com

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

kristen.buchanan@lpl.com

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

samantha.sundburg@lpl.com

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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Sheri C. Bradley

Administrative Associate

513.575.3930

sheryl.bradley@lpl.com

Sheri, a native of Cincinnati, relocated back to the area from Cumming, Georgia in late 2016. She has over 25 years of administrative work, primarily in the financial arena. She is looking forward to her new role with Cincinnati...

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