Todd Block, CPA

× Todd Block, CPA Director, Tax Planning & Preparation  Email Todd  513-317-4149 Designations and Licenses Todd is a Certified Public Accountant. Experience and Education Todd has more than 12 years of experience in tax and accounting. As director of tax, he...

Kyle M. Moore, CFA

× Kyle M. Moore, CFA Portfolio Manager  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 implementing...

Reverse Roller

× × Reverse Rollover Oftentimes, our P&G clients are unable to perform the annual Backdoor Roth IRA contributions due to having funded traditional IRAs. When performing a Roth conversion, a funded traditional IRA brings in tax liability due to the pro rata nature...

P&G Retirement Plan Offers Many Investment Options

× × P&G Retirement Plan Offers Many Investment Options Within the P&G Retirement Plan, there are many different options for where to allocate your investments. Once you turn 50, you have access to these options within your PST, and you always have access to...

YouTube video

× × P&G Retirement Overview Webinar Brad Morgan, senior wealth advisor at Mariner, and Nate Kunkel, wealth advisor at Mariner, host a webinar for Procter & Gamble employees regarding their...