8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
513.745.7014
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Our Team

CINCINNATI-BASED FINANCIAL PLANNING TEAM

 

 

Chris Flores, CFP®

Founder and Lead Planner

Practicing investments and financial planning independently since 2008.

Education

  • BBA in Finance, University of Cincinnati

Experience

  • Paragon Financial Group – Advisor

Memberships


 

Steve Fortin, CRPS®

Partner & Investment Specialist

Investment professional since 1991.

Education

  • BS in Finance, Xavier University
  • MBA, Xavier University

Experience

  • Fidelity Investments

 

Bill Koontz, CAP®, ChFC®, CRPC®

Partner & Charitable Planning Specialist

Investments & Financial planning professional since 1988.

Education

  • BA, Kentucky Chrsitian College
  • M.Ed. Xavier University
  • M.A. Cincinnati Christian Seminary

Memberships

  • Financial Planning Association

 

NATIONAL PLANNING TEAM

 

 

Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

Investment Professional since 1995.

Education

  • BS in Finance, University of Maryland

Experience

  • Portfolio manager for Legg Mason responsible for managing customized investment portfolios totaling close to $400 million.
  • Calvert Funds
  • The Advisors Group

Memberships

  • CFA Institute
  • CAIA Association
  • Baltimore Security Analysts Society
  • Financial Planning Association

Publications


 

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation.

Education

  • BA degree in English from State University of New York at Buffalo
  • J.D. from Western New England College School of Law
  • LL.M. (Taxation) from Boston University School of Law

Memberships

  • Connecticut Bar Association
  • American Bar Association

*Licensed, not practicing