Paul C. Listerman - Managing Director - Investments, was named a Platinum Council Advisor (Formerly Premier Advisor) in 2022, a Premier Advisor in both 2021 and 2020, as well as a Premier Manager in 2020.*
Max Mischkulnig - First Vice President - Investment Officer, earned his MBA from Maryville University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
255 East 5th Street, Suite 1400
Cincinnati, OH 45202