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 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 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, 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.