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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Kurtis Campbell and Alan Brown through their affiliation with HD Vest.

Alan Brown founded the firm in 1994, working out of his house for the first year before expanding into larger offices and working with the dedicated individuals you will read about below. Having received his undergraduate degree from...

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Rebecca joined the firm in October of 1998. She is the office manager and a graduate of Southern State College, Wilmington, Ohio with a degree in Executive Administrative Services. She is in the process of a pre-licensing education...

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Katie joined the firm in August of 2009. She is a Certified Public Accountant and a graduate of the University of Dayton with a Bachelor’s degree in Accounting and a Master of Business Administration. Outside of work, she enjoys...

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Lisa Krafft

Administrative Assistant

(937) 643-9329

(937) 643-3739

Lisa joined the firm in September of 2014 as an administrative assistant.

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Rachel joined our firm in November 2013. She enjoys being a fan of both the Cincinnati Bengals and the Ohio State Buckeyes.

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Kurtis joined the firm in October of 1999 as a undergraduate student at Wright State University. In 2001, Kurtis graduated with a Bachelor’s degree in Business Management from Wright State University and remained with the firm as a...

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