Our Consultants

Our advisors are knowledgeable in a wide range of financial matters. Get to know your partner in investing.

Patti Chappell


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


Sales Manager

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.