Accreditations and Education
• B.A. University of Cincinnati, Cincinnati, Ohio
• CFP® CERTIFIED FINANCIAL PLANNER™
• APMA® Accredited Portfolio Management Advisor℠
Hobbies and Personal Life
• Theater
• Golf
• Reading
Community Participation
• FATHERS Team Group Leader
• Immaculate Heart of Mary (IHM)
• Marriage Prep Facilitators at IHM
Professional Associations
• Business Network International
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.