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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.

Our Team

Scott Krizner, ChFC®

Partner & Financial Planner

Scott@yourfinancialteam.com

Credentials – B.S. in Business Administration from the University of Cincinnati, Chartered Financial Consultant®.
Favorite ‘80s jam – Mostly anything from the New Wave genre
His inspiration – My family
New color addition he’d be to the crayon box – Smoke slate blue
Favorite board/card game – Euchre
What he’d do with his winnings if he won the lottery – Give the balance to charities after ensuring my family’s financial security

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Andy Barlow, CFP®

Partner & Financial Planner

Andy@yourfinancialteam.com

Credentials – B.S. in Financial Services from Wright State University, Certified Financial Planner®
Favorite ‘80s jam – Anything by Boston
His inspiration – Empowering others
Salty 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

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Eric Powell, CFP®

Partner & Financial Planner

Eric@yourfinancialteam.com

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 – Pepsi
Favorite board/card game – Monopoly
Favorite financial guru – Dave Ramsey
Favorite app on his phone – The stock app

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Tami Long

Client Relations Manager

Tami@yourfinancialteam.com

Favorite ‘80s jam – Anything from Bob Seger, Jackson Brown, and Eric Clapton
Actress to play herself in a movie about her life – Kathy Bates
Favorite school mascot – Cougars
Favorite app on her phone – Sudoku
What she’d do with her winnings if she won the lottery – Ask KB&P

Holly Doss

Client Relations Manager

Holly@yourfinancialteam.com

Favorite ‘80s jam – The Eagles
Her inspiration – Good Interior Design
Pepsi or Coke kind of girl – Coke
Favorite app on her phone – Houzz
Favorite board/card game – Euchre

Cari Norton

Administrative Assistant

Cari@yourfinancialteam.com

Favorite board/card game – Rummy because of my Granny, she is the Rummy Queen!
Favorite app on her phone – Facebook
If you were a salad, what kind of dressing would you be? – Ranch, I LOVE that stuff
Salty or Sweet foods kind of girl – Sweets, I cannot live without chocolate 
Pepsi or Coke kind of girl – Diet Coke

Aliya Saunders

Director of First Impressions

Aliya@yourfinancialteam.com

Favorite ‘80s jam – Anything Mötley Crüe
Her inspiration  Traveling
Favorite Superhero – Wonder Woman
Favorite board/card game – Cards Against Humanity 
Favorite app on her phone – Pinterest

Catherine Krizner

Director of Firm Financials

Catherine@yourfinancialteam.com

Favorite board/card game – Euchre
Favorite financial guru – Scott
Favorite '80s jam – Keep On Loving You
Favorite Superhero – Superman
Pepsi or Coke kind of girl – Coke

Client Centered

Client Centered

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.

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