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Woman-led families

Woman-led families

Serving the financial needs of women is built into our business.

We are proud to serve female couples and independent women. We cultivate a supportive, listening-centered environment. We make sure you and your partner, if you have one, are empowered with the knowledge and tools you need. We have equal representation of men and women among our advisors

Women are more likely than ever to be their family's breadwinner or live with another woman at some point in their adult life, which means taking the lead on your own finances is more important now than ever. 

You've come to the right place if you are looking for a two-way relationship, respectful discussion, and an advisory team who has been where you are. Call 513-469-8400 to speak with one of our advisors for free about your most burning questions. 

Deborah Thocker

Deborah L. Thocker, CRPC®

Advisor & Director of Operations

Katherine McInerney

Katherine McInerney, CFP®

Advisor & Portfolio Manager