OUR TEAM

Robert H. Jerger

Managing Member, CERTIFIED FINANCIAL PLANNER™ and LPL Financial Representative

513-575-3930

robert.jerger@lpl.com

Kristen M. Buchanan

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

513-575-3930

kristen.buchanan@lpl.com

Leslie M. Hartmeyer

Administrative Associate

513-575-3930

leslie.hartmeyer@lpl.com

Odin Jerger

Chief Morale Officer

Kayle Bertram

Client Relationship Associate

513-575-3930

kayle.bertram@lpl.com