49 East College Avenue, Suite 200,
Our team is comprised of a core group of individuals who work collaboratively to help clients achieve their own definition of financial fitness, while also having a vested interest in clients’ everyday lives. From a new bundle of joy to the loss of a loved one and everything in between, the KB&P team connects with our clients beyond just the financials.
Learn more about each team member below and what “live your life” means to them.
Partner & Financial Planner
Credentials – B.S. in Business Administration from the University of Cincinnati, Chartered Financial Consultant®.Favorite ‘80s jam – Mostly anything from the New Wave genreHis inspiration – My familyNew color addition he’d be to the crayon box – Smoke slate blueFavorite board/card game – EuchreWhat he’d do with his winnings if he won the lottery – Give the balance to charities after ensuring my family’s financial security
Schedule an Appointment
Credentials – B.S. in Financial Services from Wright State University, Certified Financial Planner®Favorite ‘80s jam – Anything by BostonHis inspiration – Empowering othersSalty or Sweet foods kind of guy – Who says we can’t have both?Favorite app on his phone – Photos (where so many great family memories are stored)If you could trade places with any other person for a week, famous or not, living or dead, real or fictional, with whom would it be? – Chip Gaines
Credentials – B.S. in Consumer and Family Financial Services from The Ohio State University, Certified Financial Planner®Favorite ‘80s jam – “Eye of the Tiger”Pepsi or Coke kind of guy – PepsiFavorite board/card game – MonopolyFavorite financial guru – Dave RamseyFavorite app on his phone – The stock app
Client Relations Manager
Favorite ‘80s jam – Anything from Bob Seger, Jackson Brown, and Eric ClaptonActress to play herself in a movie about her life – Kathy BatesFavorite school mascot – CougarsFavorite app on her phone – SudokuWhat she’d do with her winnings if she won the lottery – Ask KB&P
Favorite ‘80s jam – The EaglesHer inspiration – Good Interior DesignPepsi or Coke kind of girl – CokeFavorite app on her phone – HouzzFavorite board/card game – Euchre
Favorite board/card game – Rummy because of my Granny, she is the Rummy Queen!Favorite app on her phone – FacebookIf you were a salad, what kind of dressing would you be? – Ranch, I LOVE that stuffSalty or Sweet foods kind of girl – Sweets, I cannot live without chocolate Pepsi or Coke kind of girl – Diet Coke
Director of First Impressions
Director of Firm Financials
Favorite board/card game – EuchreFavorite financial guru – ScottFavorite '80s jam – Keep On Loving YouFavorite Superhero – SupermanPepsi or Coke kind of girl – Coke
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.