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Our Expert Lawyers

Alyssa Davis
Business Development Associate
Julee Cifani
Assistant Director of Operations
Joseph R. Wilson III, AAMS
President
Kelsey Albrinck
Director of Operations

About Us

We call out potential problems like we see them. No condescending financial jargon. Just simple language and analysis to help clients better understand what they are investing in and why.

(513) 657-1072 / (859) 298-7067

Recent News

How will you know success when it shows

October 31, 2021

Industrial Branch Of Engineering.

October 31, 2021

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