Team
Parker Bailey
Business Development
(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...
Bill Hoover
Investment Specialist
(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...