As a fee-only fiduciary and financial planning firm in Cincinnati, we are blessed with the best clients and the best team. Our firm continues to grow and expand our capabilities to serve families with financial planning and investment services using our Total Wealth or holistic approach. To support our growth and to maintain our reputation of being the best fee-only financial advisor in town, we are excited to announce Kelly Loudon has rejoined our firm in the role of project and client experience manager. In this role, Kelly will continue to enhance and elevate our client experience.
As a member of our operations team, she is outstanding with thoughtful details and building systems to support the entire team. With a Finance degree from the University of Cincinnati, she has worked in the financial industry for several years, most recently serving as the Operations Manager for a community bank in Denver, Colorado. Interestingly, she previously worked with Total Wealth Planning before a spouse job transfer took her to Denver for several years. We are pleased that she decided to return home and rejoin our family.
Her primary role at Total Wealth Planning is to assist the firm with the implementation of current and ongoing operational projects. Additionally, Kelly has a passion for delivering an outstanding client experience. She will work closely with our advisory team to understand the unique goals and needs of our clients to ensure our clients feel valued and appreciated during every phase of their relationship with Total Wealth Planning
Kelly is originally from the Cincinnati area and loves to play volleyball, hike, and spend time with husband and their two dogs.
As we grow, it’s important that we keep our family-like culture and that’s why we’re excited to have Kelly rejoin the Total Wealth Planning family.