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Welcome Micah Peterson to the team!

Welcome Micah Peterson to the team!

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 announce the hiring of Micah Peterson last month.  Micah joined our team as an Associate Wealth Advisor.

In his role, Micah will become an integral part of our client service team in providing solutions and support to client service requests as well as meeting preparation and follow-ups. He will also support the financial planning team by preparing retirement cash flow projections, college funding projections, insurance reviews, as well as other comprehensive planning analysis or needs.

Prior to joining the firm, Micah worked for another Cincinnati based wealth manager and Cincinnati Insurance company.  He earned his BSBA in Business Economics from Miami University.

Micah was raised in Springboro, Ohio, where he could always be found playing soccer or attending church. After spending a lot of time in West Chester during college, he fell in love with the Cincinnati area. He is currently involved as a YoungLife leader and youth pastor for kids in the community. On the weekends, he can be found out on the soccer field refereeing. In his free time, Micah enjoys running, working out, and doing things with friends.

As we grow, it’s important that we keep our family-like culture and that’s why we’re excited to have Micah join our Financial Planning team. Your continued confidence in our services is extremely important to us, and we appreciate it.

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