Tracey Brooks

Retirement Income Certified Professional


(513) 351-8565

Tracey Brooks offers a wide range of financial experience, having worked nearly 30 years in the Greater Cincinnati financial and banking sector. Tracey learned early on that there is no single approach that is right for every...

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Shaquille Riston

Office Assistant



Shaquille possesses a great passion for financial literacy and providing the community with the tools needed to pursue Financial Freedom and Independence. Through her knowledge in the areas of Insurance she strives to build lasting...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.