OUR TEAM
Robert H. Jerger
Managing Member, CERTIFIED FINANCIAL PLANNER™ and LPL Financial Representative
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...
Kristen M. Buchanan
Vice President, CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Plans Specialist℠ and LPL Financial Representative
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...
Samantha J. Sundburg
Client Relationship Manager
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...
Wendy S. Bihn
Administrative Assistant
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 a focus in Marketing. Following graduation, she moved to Cincinnati, Ohio....