Community Corner

Our team is deeply committed to staying involved in our local community. Most recently, we had the honor of sponsoring Xavier University's Matthew McCormick Symposium — an event that holds a special place in our hearts and one we look forward to supporting each year. 

The symposium provides a valuable opportunity to connect with like-minded industry professionals while also engaging with Xavier's rising finance students. This year's event featured insightful conversations with leaders from Goldman Sachs and Robinhood, while keeping a strong focus on empowering and inspiring the next generation of finance professionals. 

This past December we hosted our annual holiday open house. We look forward to this event every year, because we get to connect with our clients. We are eager to continue hosting more in-person events throughout 2026. Please be on the lookout for future events as we announce them on our team website and through email. 

Community Corner

We wanted to highlight some of our team's community involvement around Cincinnati over these past few months. We are so lucky to have partnered with incredible organizations who do amazing work for the Cincinnati area and beyond. A few highlights are our sponsorships of The Cure Starts Now, The Machbusters, The Brave Open, The Clovernook Open, The Unforgettables Golf Tournament, and the Lakota East Golf Scramble. Whether these organizations are benefiting local schools or children's organizations, we love being a part of these events.

We also wanted to share that, during RBC Fights Hunger Month, our office teamed up with the local chapter of St. Vincent de Paul to raise 267 pounds of food and over 900 dollars for their local food bank. Thank you to all our clients that joined us at our open house, and to everyone who so generously donated to this local organization. Your donations truly made an impact on your community!