Welcoming new professionals, Jordan and Will, to our family.
We continue to be so honored to serve a growing number of families with financial planning, investment using our Total Wealth or holistic approach. To support our growth and maintain an extra-mile service in our comprehensive services, we are excited to welcome two new members to our team last month.
Jordan Nare was hired as a Portfolio Operations Associate. In his role, he will support the investment team with oversight of the firm’s portfolio reporting database, daily account monitoring, portfolio management, trading, research and other related projects.
Jordan previously worked at another wealth management firm until they were acquired by a national wealth manager, changing the dynamic away from a locally owned family business. He offers a healthy level of experience and strong passion to serve clients and the internal team. He is a series 65 licensed adviser and an Accounting graduate of Thomas More University. Jordan grew up in Lawrenceburg, IN and loves to spend time with his growing family, participating in community events, and playing soccer!
Will Patrick was hired as an Associate Wealth Advisor. In his role, he will support the financial planning team with insurance analysis, tax projections, college and retirement analysis, as well as other updates to client’s financial plans. Will also supports clients with various administrative tasks and problem solving to make their lives a little easier. Prior to joining the firm, Will worked for Enterprise Holdings and Divisions Maintenance Group as an Account Executive. He earned his Bachelors of Arts from Hillsdale College.
Will is a loyal hometown guy, raised in Maineville, Ohio, and always finds time for sports (football or basketball) and serving in his Church. He also enjoys the outdoors with hiking, camping, or exploring new places.
As we grow to serve more families in search of our Fiduciary wealth planning guidance, it’s important that we keep our family-like culture and that’s why we’re excited to have Jordan and Will join our team. Your continued confidence in our services is extremely important to us, and we appreciate it.
Rob Siegmann is a partner and chief operating officer of Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He is often quoted in industry publications such as The Cincinnati Business Courier, Wall Street Journal, Yahoo finance, Financial Planning Magazine, Cincinnati Enquirer as well as others. Rob is grateful to serve others, including his team of CERTIFIED FINANCIAL PLANNER™ practitioners and the clients they serve, so they can live their greatest life through well informed and prudent financial decisions. Rob can be reached at firstname.lastname@example.org.