I was born and raised in Cincinnati, Ohio and graduated from the University of Cincinnati. After graduating with a BS in Biology, I began my career at the John J & Thomas R Schiff & Co in insurance sales. In 1983, I added to my advisory capabilities and product lineup by becoming an investment advisor representative of Lincoln Financial Advisors, which is where I met Rob and worked with him on clients I brought to the financial planning department he was responsible for. In 2007, I realized that I wanted access to an even broader array of services and advice that financial planning provides and, specifically, a firm that puts a client’s interest ahead of its own. Rob and I met and agreed tha