Leadership

	President Andrea Costa, Esq. HORAN Wealth 513-587-2729 Send Message to Member
	Vice President Rachel Rasmussen, CFA Foster & Motley, Wealth Management 513-561-6640 Send Message to Member
	Secretary/Treasurer Emily Heidt Blumenfeld, CPA Cherry Bekeart Advisory LLC 513-898-8835 Send Message to Member
	Immediate Past President Keith Dershem, CFP®, AEP® Bartlett Wealth Management 513-345-6246 Send Message to Member
	Board Member Adam Centner Keating, Muething & Klekamp PLL 513-579-6488 Send Message to Member
	Board Member Michelle Clemons Fifth Third Bank 513-534-2471 Send Message to Member
	Board Member Jonathan Dannemiller, ChFC®, CLU®, AEP®, CEPA® Marsh & McLennan Agency
	Board Member Christina M. Flanagan, OSBA Certified Specialist - Estate Planning, Trust and Probate Law Wood + Lamping LLP 513-852-6036 Send Message to Member
	Board Member Mark H Gaudet Clark, Schaefer, Hackett 513-768-7543 Send Message to Member
	Board Member Josh Graber, JD Frost Brown Todd, LLC 513-651-6702 Send Message to Member
	Board Member Jason Katz, CPA, CFP® Bartlett Wealth Management 513-345-6218 Send Message to Member
	Board Member Margaret G Kubicki Katz Teller 513-721-4532 Send Message to Member
	Board Member Mark A. Noel, J.D., LL.M. Porter Wright Morris & Arthur LLP 513-369-4256 Send Message to Member
	Board Member Anna K. Pfaehler, CFP®, AEP® Constellation Wealth Advisors 9378388009 Send Message to Member
	Board Member Suzanne M. Rohlfs, JD, CAP® Cincinnati Children's Hospital Medical Center 513-636-1192 Send Message to Member
	Board Member Jacob G. Samad, Esq., AEP® Robbins, Kelly, Patterson & Tucker, LPA 513-721-3330 Send Message to Member
	Board Member William Schult, CPA Trinity Aging Life Advisors 859-391-9006 Send Message to Member
	Board Member Diana Veid, CPA/ABV, CVA Veid & Veid 513-721-8299 Send Message to Member
	Administrator Misty Griesinger Association Connection 513-554-3074 Send Message to Member