Broker Check

Advisor Resources

Wealth Management Services

Queen City Capital Management
Jeff Spitzmiller

Queen City Capital Management is our in-house Registered Investment Advisor firm, which provides our clients with fee-based asset management of their investment accounts.

Insurance Advisory Services

Financial Professionals Group

FPG was founded in 1987 is a national marketing organization supporting Financial Professionals and Broker Dealers. They provide a support structure designed to match the unique business model of each organization and individual they serve.

TNBC, Inc.

Securities America, Inc. has an affiliated relationship for brokerage assistance with your fixed and fixed index annuity cases and life and long term care clients.

Tax Advice and Accounting Consultation

Robert W. Seibel CPA

Bob is president of Seibel and Katz CPAs. Bob earned his Masters in Business Administration from Xavier University and was awarded a Bachelors of Business Administrtion from the University of Cincinnati. Bob specializes in providing our clients financial and tax advisory in a variety of business and personal areas. Before founding this firm, he was employed as a controller at a large wholesaler for 12 years. He is a member of the Ohio Society of CPAs and the American Institute of Certified Public Accountants.

Steve Schneider, CPA

Steve joined Rethlake & Co., Inc. in 2008 forming what is now known at Rethlake & Schneider CPA’s. He began his career at Ernst & Young in 1991 after graduating from the University of Cincinnati. He earned his CPA certificate shortly thereafter. He is a member of the Ohio Society of CPA’s and past president of the Clifton Kiwanis. Steve has ten years of “Big Firm” public accounting experience. He invested more than two years running the family business and five years consulting for small businesses on operations and finances for Nexstar, Inc., a prestigious best practices group. Steve’s insight and analytical skills have developed over his career and through his personal achievements. He has a keen ability to quickly assess a situation and find alternative solutions. When he’s not consulting with clients or running the firm, Steve can be found enjoying his family, friends, cooking, music, cars and dabbling in real estate.

David J Hampton C.P.A.

David Hampton has over 25 years of experience providing tax preparation and planning advice to both advisors and clients.

Legal Consultation

Thomas J. Breed JD Wood & Lamping, Inc.

Tom has been providing legal advice and consulting services to our advisors and clients for many years. His downtown office location is convenient for client appointments.