The 30 Best Auditing and certification services in Ohio

331 results found

Brian S Austria is a financial advisor at Ameriprise Financial Services, LLC located at 67 Marydale Drive, Beavercreek, Ohio, United States. Brian holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Brian is trained in behavioral finance and holds certifications in specialized areas such as divorce financial analysis, exit planning, and special needs consulting. With a commitment to ethical practices and continuous education, Brian is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Karen Thompson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10050 Innovation Drive in Miamisburg, Ohio, United States. Karen holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Karen specializes in providing comprehensive financial planning services, including wealth transfers, retirement planning, estate planning, investment management, and insurance products. Her expertise and commitment to helping clients make informed financial decisions make her a trusted advisor in the finance industry.

Joshua Pavon - Ameriprise Financial Services, LLC is a finance institution located at 525 Windsor Park Drive in Dayton, Ohio, United States. The institution offers a variety of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of topics from asset management to retirement planning to estate planning, ensuring that advisors have the knowledge and expertise to meet the diverse needs of their clients. Joshua Pavon - Ameriprise Financial Services, LLC is dedicated to providing comprehensive and high-quality financial services to individuals and businesses in the Dayton area.

Scott Allen Edwards - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7887 Washington Village Drive in Dayton, Ohio, United States, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. Scott Allen Edwards holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others.

Neerja J Chaudhry - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3045 Newmark Drive, Miamisburg, Ohio, United States. Neerja J Chaudhry holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those with special needs. Neerja J Chaudhry offers personalized financial advice and services to help clients achieve their financial goals."

Lauren Morgan is a Financial Advisor at Ameriprise Financial Services, LLC located at 2835 Miami Village Drive, Miamisburg, Ohio, United States. Lauren Morgan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, risk management, and more. Lauren Morgan is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients.

John Stuckey is a financial advisor at Ameriprise Financial Services, LLC located at 10050 Innovation Drive, Miamisburg, Ohio, United States. John Stuckey holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John Stuckey's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. John Stuckey is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Contact John Stuckey for comprehensive and personalized financial planning services.

Daniel T Austria is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 67 Marydale Drive in Beavercreek, Ohio, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for diverse client needs. Daniel T Austria is committed to providing comprehensive and personalized financial advice to help individuals and families achieve their financial goals.

Frances Milano - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 67 Marydale Drive in Beavercreek, Ohio, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Frances Milano is equipped to provide expert advice on asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Frances Milano can help you navigate the complex world of finance with knowledge and expertise. Contact Frances Milano today to discuss your financial goals and create a customized plan for your financial future.

Randall Helt is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7887 Washington Village Drive in Dayton, Ohio, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Randall also specializes in areas such as domestic partnership advising, philanthropy, and exit planning. With a commitment to ethical standards and continuous education, Randall Helt is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Peter Foreman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 239 East Columbia Street in Springfield, Ohio, United States, is a finance institution specializing in providing expert financial advice and services. Peter Foreman holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a focus on meeting the diverse needs of individuals, including retirees, small business owners, and high net worth clients, Peter Foreman offers comprehensive financial planning services. Additionally, he is trained to assist clients with specialized needs such as domestic partnerships, estate planning, philanthropy, divorce financial analysis, and exit planning. With a commitment to excellence and ethics, Peter Foreman is dedicated to helping clients achieve their financial goals and secure their financial future.

April Whitehead is a financial advisor at Ameriprise Financial Services, LLC located at 7501 Paragon Road in Dayton, Ohio, United States. April holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate April's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. With a commitment to ethical standards and continued education, April is dedicated to providing comprehensive financial planning services to individuals and businesses.

Jeff Reis - Financial Advisor at Ameriprise Financial Services, LLC, located at 10100 Innovation Drive in Miamisburg, Ohio, United States, offers a wide range of financial services. Jeff Reis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Jeff Reis is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, insurance products, or retirement income strategies, Jeff Reis is here to help you make informed financial decisions. Contact Jeff Reis today for comprehensive financial planning services tailored to your unique needs.

Christopher A Wysong is a financial advisor at Ameriprise Financial Services, LLC located at 60 Rhoads Center Drive in Centerville, Ohio, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Christopher is dedicated to providing comprehensive and specialized financial services to clients, including those in the military community. Contact Christopher A Wysong for expert financial advice and personalized wealth management strategies.

Stephen T Hester is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7887 Washington Village Drive in Dayton, Ohio, United States. Stephen holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Stephen's expertise in asset management, retirement planning, estate planning, investment analysis, and financial planning for clients with diverse needs. With a commitment to ethical practices and ongoing education, Stephen is dedicated to providing comprehensive financial services tailored to each client's unique goals and circumstances.

Todd G Lucius - Financial Advisor at Ameriprise Financial Services, LLC, located at 10100 Innovation Drive in Miamisburg, Ohio, is a finance institution dedicated to providing expert financial advice and services to individuals. Todd G Lucius holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to excellence in asset management, investment planning, estate planning, and retirement strategies. With a strong focus on ethical practices and continuing education, Todd G Lucius ensures that clients receive the highest level of expertise and personalized financial solutions. Whether you are a retiree, small business owner, or high net worth individual, Todd G Lucius can help you navigate the complexities of financial planning and investment management with confidence and peace of mind.

Michael Hairston is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6241 Riverside Drive in Dublin, Ohio, United States. Michael holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With his comprehensive knowledge and commitment to ethical practices, Michael provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for guidance on investment opportunities, insurance products, or financial planning for domestic partnerships, Michael Hairston is dedicated to helping you achieve your financial goals.

Bill Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 6515 Longshore Loop in Dublin, Ohio, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Bill Johnson is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Tommy McElroy - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6241 Riverside Drive, Dublin, Ohio, United States, offers a wide range of financial services and expertise. Tommy McElroy holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing clients with comprehensive financial planning and wealth management solutions. With a focus on ethical practices and continuing education, Tommy McElroy is dedicated to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Tommy McElroy is equipped to provide personalized guidance and support. Contact Tommy McElroy today to learn more about how he can help you secure your financial future.

Nathan Daugherty - Financial Advisor at Ameriprise Financial Services, LLC, located at 5860 Venture Drive in Dublin, Ohio, United States, offers a wide range of financial services and expertise. Nathan Daugherty holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With comprehensive knowledge and experience in asset management, retirement planning, estate planning, investment strategies, and more, Nathan Daugherty is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Nathan Daugherty at Ameriprise Financial Services, LLC for expert financial services tailored to your specific needs and goals.

Steve McElroy is a Financial Advisor at Ameriprise Financial Services, LLC located at 6241 Riverside Drive, Dublin, Ohio, United States. Steve McElroy holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steve McElroy's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning, or insurance products, Steve McElroy can help you navigate the complex world of finance with confidence and clarity. Contact Steve McElroy today to schedule a consultation and start planning for your financial future.

Stephen D Hawkins - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6184 Muhlhauser Road, West Chester, Ohio, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals. The advisors at the institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their expertise and commitment to providing comprehensive financial planning solutions. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, the team at Stephen D Hawkins - Private Wealth Advisor is dedicated to helping you achieve your financial goals. With a focus on ethical practices and continuous education, the institution ensures that clients receive the highest level of service and expertise. Contact Stephen D Hawkins - Private Wealth Advisor today to start planning for a secure financial future.

Bradley Shelley - Financial Advisor at Ameriprise Financial Services, LLC, located at 9100 Centre Pointe Drive in West Chester, Ohio, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Bradley Shelley is dedicated to providing expert advice on asset management, retirement planning, estate planning, and investment strategies. As a Certified Divorce Financial Analyst and Certified Estate Planner™, Bradley Shelley is well-equipped to assist clients in navigating complex financial situations. With a focus on education and expertise, Bradley Shelley is committed to helping clients achieve their financial goals and secure their financial future.

Michael Broughton is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6184 Muhlhauser Road in West Chester, Ohio, United States. Michael holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals and small business owners. As a Private Wealth Advisor, Michael is dedicated to providing comprehensive financial advice and guidance to help clients achieve their financial goals. Contact Michael Broughton at Ameriprise Financial Services, LLC for personalized wealth management services tailored to your specific needs.

Megan L Tiemeier is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11145 Reading Road in Cincinnati, Ohio, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various areas of finance such as asset management, estate planning, retirement planning, investment management, and more. Megan is dedicated to providing comprehensive and personalized financial advice to individuals and small business owners, helping them achieve their financial goals and secure their future.

Donald McClurg - Financial Advisor at Ameriprise Financial Services, LLC, located at 9636 Cincinnati Columbus Road, Cincinnati, Ohio, United States, offers a wide range of financial services. Donald McClurg holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continuous education, Donald McClurg provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Donald McClurg is dedicated to helping you achieve your financial goals.

Mark B Sutton - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 225 Pictoria Drive in Cincinnati, Ohio, offers a wide range of financial services to individuals looking to manage their assets effectively. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, clients can trust in the expertise and ethical standards of the advisors at this institution. Whether you are planning for retirement, estate planning, or investment opportunities, the team at Ameriprise Financial Services, LLC is equipped to provide personalized solutions tailored to your specific needs. With a focus on client assessment, risk/return strategies, and investment performance, the advisors at this institution strive to help individuals make informed decisions to secure their financial future. Additionally, certifications such as CFA, CFP®, CAS®, and CIMA® demonstrate the advanced knowledge and expertise of the advisors in various areas of financial planning. Whether you are looking for guidance on fixed-rate and variable annuities, retirement planning, or managing the financial complexities of special needs families, Ameriprise Financial Services, LLC has the experience and qualifications to assist you in achieving your financial goals.

Michael Vennemeyer - Associate Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11145 Reading Road, Cincinnati, Ohio, United States. They offer a range of financial services and have professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. They are dedicated to providing expert advice and guidance in various financial areas including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Their team of professionals is committed to upholding high ethical standards and continuing education to best serve their clients.

Kaitlin Schaengold is a financial advisor at Ameriprise Financial Services, LLC located at 11145 Reading Road, Cincinnati, Ohio, United States. Kaitlin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kaitlin specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Kaitlin is dedicated to helping clients achieve their financial goals. Contact Kaitlin Schaengold today for personalized financial advice and guidance.

Barry Shelley - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9100 Centre Pointe Drive, West Chester, Ohio, United States. Barry Shelley holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. With a focus on providing personalized financial advice and solutions, Barry Shelley is dedicated to helping individuals and small business owners achieve their financial goals. Additionally, Barry Shelley offers specialized services for domestic partners, estate planners, seniors, divorcees, and veterans, ensuring comprehensive and tailored financial planning for all clients.