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OUR TEAM

Robert H. Jerger

Robert H. Jerger

Managing Member, CERTIFIED FINANCIAL PLANNER™ and LPL Financial Representative

513-575-3930

Kristen M. Makari

Kristen M. Makari

Vice President, CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor™, Chartered Retirement Plans Specialist℠ and LPL Registered Representative

513-575-3930

David A. Pittman

David A. Pittman

Investment Assistant

5135753930

Odin Jerger

Odin Jerger

Chief Morale Officer