Meet the Best - Kehoe Financial Advisors
Meet the Best - Kehoe Financial Advisors
Meet the Best - Kehoe Financial Advisors
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FIVE STAR WEALTH MANAGERS BEST IN CLIENT SATISFACTION<br />
INDEX OF WEALTH MANAGERS<br />
List compiled by Crescendo Business Services. Names in boldface also appear in <strong>the</strong> profiles that follow. Wealth Manager additional financial services: AC=Accounting; BK=Banking; BP=Business Planning;<br />
CG=Charitable Giving; EP=Estate Planning; FP=<strong>Financial</strong> Planning; IN=Insurance; IV=Investments; LC=Long-Term Care; TS=Trust Services; TX=Taxation; WP=Will Preparation<br />
ACCOUNTING<br />
ACCOUNTING<br />
Alex Alvarez<br />
Business Management<br />
Services<br />
BP, TX<br />
Harry J. Fermann<br />
Fermann & Company<br />
BP, TX<br />
Anne Zimmerman<br />
Zimmerman & Company<br />
BP, FP, TX<br />
BANKING<br />
Darlene Singer<br />
US Bank<br />
BP<br />
BUSINESS PLANNING<br />
Douglas Westendorf<br />
Wood & Lamping<br />
IV<br />
CHARITABLE GIVING<br />
William A. Friedlander<br />
Bartlett & Company<br />
FP, IV<br />
ESTATE PLANNING<br />
Kathy A. Beacock<br />
Attorney at Law<br />
TX, WP<br />
Tom Bentley<br />
Truepoint Capital<br />
CG, TS<br />
Michael Bergmann<br />
Michael J. Bergmann - Attorney<br />
BP, TS, WP<br />
Timothy Boone<br />
Lincoln <strong>Financial</strong> Securities<br />
Corporation<br />
IN, LC<br />
Bob Brant<br />
Katz, Teller, Brant & Hild<br />
TX, WP<br />
Thomas Breed<br />
Wood & Lamping<br />
BP, WP<br />
Robert W. Buechner<br />
Buechner, Haffer, Meyers &<br />
Koenig<br />
CG, FP, WP<br />
Bonnie Camden<br />
Dinsmore & Shohl<br />
CG, WP<br />
Richard Carlile<br />
Thompson Hine<br />
BP, TX<br />
John Cornetet<br />
Lutz, Cornetet, Meyer & Rush<br />
FP, TX<br />
David Groenke<br />
Vorys, Sater, Seymour and<br />
Pease<br />
BP, TX, WP<br />
John Hakemoller<br />
Prudential <strong>Financial</strong><br />
IN, IV, LC<br />
ESTATE PLANNING<br />
Gary Haverkamp<br />
Haverkamp Rebold & Riehl<br />
TS, TX, WP<br />
Daniel J. Hoffheimer<br />
Taft, Stettinius & Hollister<br />
CG, TX, WP<br />
Jon Hoffheimer<br />
Jon Hoffheimer Attorney At<br />
Law<br />
TX, WP<br />
Stephen Hoffsis<br />
Buechner, Haffer, Meyers &<br />
Koenig<br />
Patricia D. Laub<br />
Frost Brown Todd<br />
CG, TX, WP<br />
William G. McKenna<br />
Paragon <strong>Financial</strong> Group<br />
BP, CG, FP<br />
Daniel H. Mckinney<br />
The Mckinney Group<br />
TS, TX, WP<br />
Mark C. Patterson<br />
Robbins, Kelly, Patterson &<br />
Tucker<br />
BP, CG, TS<br />
T. Stephen Phillips<br />
Frost Brown Todd<br />
CG, TX, WP<br />
Stan Ruby<br />
Schwartz, Manes, Ruby &<br />
Slovin<br />
BP, TX, WP<br />
D. Todd Rush<br />
Lutz, Cornetet, Meyer & Rush<br />
BP, TS, WP<br />
Mary L. Rust<br />
Taft, Stettinius & Hollister<br />
CG, WP<br />
Stuart Susskind<br />
Ulmer & Berne<br />
BP, TS, TX<br />
H. Patrick Weber<br />
Barrett & Weber<br />
CG, TX, WP<br />
Mark Weber<br />
DeCenso, Weber & Knapp<br />
BK, TX, WP<br />
Susan Wheatley<br />
Taft, Stettinius & Hollister<br />
TS, WP<br />
Barry Zimmer<br />
The Zimmer Law Firm<br />
CG, TS<br />
FINANCIAL PLANNING<br />
Dan Altenau<br />
Altenau <strong>Financial</strong> Services<br />
EP, IN, IV<br />
Greg Altenau<br />
Altenau <strong>Financial</strong> Services<br />
EP, IN, IV<br />
Mat<strong>the</strong>w J. Aqilia<br />
PNC Wealth Management<br />
EP, IV, TS<br />
FINANCIAL PLANNING<br />
Lewis Assaley<br />
Morgan Stanley/The Assaley<br />
Feck Group<br />
EP, IN, IV<br />
Nathan Bachrach<br />
The <strong>Financial</strong> Network Group<br />
BP, EP, IV<br />
Scott Barbee<br />
Truepoint Capital<br />
TX<br />
Rick Beckert<br />
UBS <strong>Financial</strong> Services<br />
EP, IV, LC<br />
Kathleen Benjamin<br />
Benwood <strong>Financial</strong> Group<br />
IN, IV<br />
Bruce J. Berno<br />
Berno <strong>Financial</strong> Management<br />
Ben Beshear<br />
Beshear <strong>Financial</strong><br />
BP, IN, IV<br />
Justin Bifro<br />
UBS <strong>Financial</strong> Services<br />
IN, IV, LC<br />
Michael Biordi<br />
AXA <strong>Advisors</strong><br />
BP, EP, IN<br />
Michael Bohmer<br />
Haire Bohmer Wealth<br />
Management Group<br />
CG, EP, IV<br />
Greg M. Bonner<br />
Merrill Lynch<br />
CG, EP, IV<br />
Mat<strong>the</strong>w Bonzella<br />
The <strong>Financial</strong> Network Group<br />
EP, IN, IV<br />
Keith Bookbinder<br />
Harbour <strong>Financial</strong> Group<br />
EP, IN, IV<br />
Timothy J. Bouman<br />
PNC Investments<br />
IN, IV, TS<br />
Neil R. Bourgeois<br />
Brecek & Young <strong>Advisors</strong><br />
CG, IV, LC<br />
Ronald Brenner<br />
Charles Schwab<br />
BK, CG, IV<br />
John M. Britton<br />
Personal Choice <strong>Financial</strong><br />
<strong>Advisors</strong><br />
EP, IV<br />
Stanley Brookins<br />
Westfall & Brookins <strong>Financial</strong><br />
Services<br />
BP, IV, LC<br />
Michael Broughton<br />
Ameriprise <strong>Financial</strong><br />
EP, IN, IV<br />
Fred Buckley<br />
Buckley <strong>Financial</strong> Planning<br />
BP, EP, IV<br />
Ronald Buckley<br />
Waddel & Reed<br />
BP, EP, IV<br />
FINANCIAL PLANNING<br />
Kenneth Byers<br />
Ken Byers & Assoc.<br />
BP, EP, IV<br />
Mat<strong>the</strong>w M. Carter<br />
ING <strong>Financial</strong> <strong>Advisors</strong><br />
IN, IV<br />
Cynthia Coggins<br />
Smith Barney/Citi Group<br />
BP, EP, IV<br />
Christopher Collier<br />
Paragon <strong>Financial</strong> Group<br />
BP, IN, LC<br />
Thomas P. Collins<br />
Citigroup Global Markets<br />
EP, IV, LC<br />
Timothy O. Cornell<br />
UBS <strong>Financial</strong> Services<br />
EP, IV, TS<br />
Barbara Culver<br />
Resonate<br />
CG, EP, IV<br />
Bruce Cyr<br />
L.M. Kohn & Company<br />
IN, IV<br />
David P. Damaska<br />
Damaska & Associates<br />
BP, EP, TX<br />
Jeff Daniher<br />
Ritter Daniher <strong>Financial</strong><br />
Advisory<br />
EP, IN, IV<br />
Joshua D. Deeter<br />
Deeter & Bodnar <strong>Advisors</strong><br />
CG, EP, IV<br />
Nancy Del Grosso<br />
Smith Barney<br />
EP, IV, LC<br />
Chris DeSimio<br />
UBS <strong>Financial</strong> Services<br />
EP, IN, IV<br />
Louis B. Dissel<br />
UBS <strong>Financial</strong> Services<br />
BP, EP, IV<br />
John D. Dovich<br />
John D. Dovich & Associates<br />
EP, IN, IV<br />
Charles Glenn Downs<br />
The <strong>Financial</strong> Network Group<br />
EP, IN, IV<br />
Tim Dumont<br />
UBS <strong>Financial</strong> Services/<br />
Fitzgerald Torbeck & Bult<br />
Group<br />
CG, EP, IV<br />
David Eltringham<br />
Fifth Third Securities<br />
EP, IV, TS<br />
Barry C. Evans<br />
Evans <strong>Financial</strong> Group<br />
CG, EP, IV<br />
Kimberly Feck<br />
Morgan Stanley/The Assaley<br />
Feck Group<br />
EP, IN, IV<br />
John G. Fidder<br />
Ameriprise <strong>Financial</strong><br />
CG, EP, IV<br />
FINANCIAL PLANNING<br />
Edward Finke<br />
The <strong>Financial</strong> Network Group<br />
BP, EP, IV<br />
Jay A. Finke<br />
Lincoln <strong>Financial</strong> <strong>Advisors</strong><br />
CG, EP, IV<br />
Michael E. Fitzgerald<br />
UBS <strong>Financial</strong> Services/<br />
Fitzgerald Torbeck & Bult<br />
Group<br />
CG, EP, IV<br />
Roger Ford<br />
Conservative <strong>Financial</strong><br />
EP, IN, IV<br />
David Foster<br />
Foster & Motley<br />
EP, IV<br />
Donna Freeman<br />
Freeman Heyne<br />
BP, IN, IV<br />
Jahn Gazder<br />
H&R Block <strong>Financial</strong> <strong>Advisors</strong><br />
IN, IV, LC<br />
Michael J. Gazzerro<br />
First Command <strong>Financial</strong><br />
Planning<br />
IN, IV, LC<br />
Donald George<br />
Morgan Stanley<br />
EP, IN, IV<br />
Michael George<br />
Tri-State <strong>Financial</strong> Group<br />
BP, EP, IV<br />
Merryl Godick<br />
Ameriprise <strong>Financial</strong><br />
EP, IV, LC<br />
Chris J. Greene<br />
Smith Barney<br />
EP, IN, IV<br />
Libby Greiwe<br />
Thrivent Investment<br />
Management<br />
EP, IN, IV<br />
Bryan Grisak<br />
Ameriprise <strong>Financial</strong><br />
IN, IV<br />
Robert Grossheim<br />
Family Wealth Advisory Group<br />
EP, IV<br />
Jack C. Gruber<br />
Lincoln <strong>Financial</strong> <strong>Advisors</strong><br />
BP, EP, IV<br />
Todd Haacke<br />
Smith Barney<br />
BP, EP, TS<br />
Lucas Hail<br />
Foster & Motley<br />
EP, IV, TX<br />
David Haire<br />
Haire Bohmer Wealth<br />
Management Group<br />
CG, EP, IV<br />
Charles F. Hais, Jr.<br />
Brecek & Young <strong>Advisors</strong><br />
IN, IV, LC
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