Complimentary Consultation

Meet with Amy

Meet with Amy

Bridgetown, Connersville, Downtown/Vine, Florence, Harrison, Peyton, Queensgate, Richmond

My focus is on building trusted relationships and creating clear, thoughtful strategies so clients feel confident, prepared, and supported on their path to long‑term financial security.

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Meet with Jill

Meet with Jill

West Chester, Springdale, Blue Ash, South Lebanon, Amelia and College Hill

I help members and families achieve their financial goals through a personalized, holistic approach and trusted guidance at every stage of life.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Contact

8763 Union Centre Blvd.

West Chester, OH 45069

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kemba Credit Union and Kemba Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kemba Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Kemba Credit Union or Kemba Investment Services. Securities and insurance offered through LPL or its affiliates are:

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