top of page
Businessmen

Meet the Team

Dedication. Knowledge. Passion.

We are passionate about one thing: YOU. Our goal is to ensure the financial success of every one of our clients.

Untitled (1400 × 1080 px) (2).png

Ryan G. Cullen

Untitled design - 2022-01-12T130820.660.png

(513) 508-3183

Co-founder

Chief Executive Officer

Chief Compliance Officer

Untitled design - 2022-02-06T165901.016.png

John J. Cioffi, III

Untitled design - 2022-01-12T130820.660.png

(917) 968-8901

Co-founder

Chairman of the Board

Chief Investment Officer

Untitled design (26).png

Sr. Investment Advisor

Jordan Williams

Untitled design - 2022-01-12T130820.660.png

(513) 633-0482

Untitled (1400 × 1080 px).png

SVP / Sr. Financial Advisor 

Nicolette Hampton

Untitled design - 2022-01-12T130820.660.png

(513) 477-3148

Apply to join our team by clicking to the left and emailing your resume to our CEO, Ryan Cullen.

bottom of page