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DOWNLOAD OUR GUIDE What’s Next for Your P&G Career? Let’s Make It Count. Whether you’re decades into your role or stepping out of leadership, one question often rises to the top: What now? Download...

Steven Zins, CFA

× Steven Zins, CFA Senior Wealth Advisor  Email Steven  513-618-3050  LinkedIn Designations and Licenses Steven holds the Chartered Financial Analyst® designation. Experience and Education Steven works with individuals, families and foundations to provide...

Hunter Cloud, CPA, CFP®

× Hunter Cloud, CPA, CFP® Senior Wealth Advisor  Email Hunter  513-924-3332 Designations and Licenses Hunter is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. Experience and Education Hunter provides personalized wealth planning for...

Todd Block, CPA

× Todd Block, CPA Regional Director, Tax  Email Todd  513-317-4149 Designations and Licenses Todd is a Certified Public Accountant. Experience and Education Todd has more than 17 years of experience in tax and accounting. As director of tax, he assists clients with...

Kyle M. Moore, CFA

× Kyle Moore, CFA Senior Portfolio Manager, Equities  Email Kyle  513-618-3051 × Designations and Licenses Kyle holds the Chartered Financial Analyst® designation. Experience and Education Kyle is a portfolio manager working with the director of equity research and...