Broker Check




Parker Bailey

Business Development

(513) 619-2513

(513) 723-0298

Parker Bailey has been a financial services professional since 2002. His area of expertise is attracting new clients to our practice. Physicians, mid-level healthcare providers and sales professionals comprise over half of the people...

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Bill Hoover

Investment Specialist

(513) 619-2521

(513) 723-0298

Bill Hoover is a 16 year professional with a focus on our closely held business market. He specializes in succession planning, exit strategies for business owners, customized pension plans, executive benefits, golden handcuffs, and is...
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Stephanie Becker

Financial Representative

Stephanie and her husband Nick live in Cincinnati, OH with their daughter Reese & son Knox. Stephanie is a graduate of Mount Saint Joseph College where she studied early education. Her background in education led Stephanie to Lifetime...
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Sharon Voges

Lead Administrator

Sharon has been lead administrator since 2001. She tirelessly tracks down and manages much of the paperwork and details in the implementation process for much of our clients' financial instruments. She grew up in Newport, Kentucky and...

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