Team Updates

Our team has been busy these past few months. At the beginning of July, we moved into our long-awaited new office space. We are now located off the Edwards Road/Smith Road Exit on Interstate 71. Our new office is in the Rookwood Exchange building on the fifth floor. We are looking forward to hosting clients for in-person meetings.

In addition to working from a new location, we have some new faces we are excited to announce. There are three new additions to our team: Madelyn Sursi, Sean Zaso, and Julia Poli.

Madelyn Sursi is joining us as an Associate Financial Advisor. She is a recent graduate from Eastern Michigan University, where she received her bachelor’s in finance. During her time at EMU, she was a part of the school’s Swim Team, competing in the 100- and 200-meter Breaststroke. She recently passed the Securities Industry Essentials Exam this past August. Congratulations, Madelyn!

Sean Zaso is one of our two Finance Interns. He is a rising senior and finance major at Xavier University. He is originally from Rochester, New York. Outside the classroom, he enjoys watching sports and spending time on the golf course.

Julia Poli, a Cincinnati native, is also a Finance Intern. She joins us as a junior at the University of Cincinnati. She is a finance major with a minor in insurance and risk management.

We are looking forward to working with Madelyn, Sean, and Julia while supporting their growth.