Our advisors are knowledgeable in a wide range of financial matters. Get to know your partner in investing.
1997-Present Quik Tax Mason, Ohio
Tax and Audit Preparation,Offer-In Compromise Preparation,
Schedule A, C , and E Preparation.
Financial Planning and Investment Services.
Licenced Independent Insurance Agent Ohio
1990-2013 Licensed in Life, Health, and Annuities
2007-2013 Licensed in Property, Casualty, Life, Health and Annuities
1990–1995 Western Southern Life Insurance Lebanon, Ohio
Licensed in Life, Health, and Annuities
Responsible for recruiting, hiring, firing, training, managing staff
Received multiple raises, bonuses, and awards
Designed an in-depth training process for entire company
Questions or concerns?
Please call us at 513 777-7777 or use our contact form.