Brecek & Young Financial Services
Cincinnati, OH
Jay Moretti, S. David Dinn, Michele Schumacher
Falcon Financial Advisors
Louisville, KY
Jeff Swaim, BFA
Jeff Swaim currently serves as President and is also the co-founder of Falcon Financial Advisors. Jeff joined his father in practice in early 2008. As his title indicates, he wears many different hats for the Falcon Team. Jeff holds a Bachelor’s degree from Western Kentucky University. He draws upon this and his years of experience to help monitor, evaluate, and reinforce Falcon’s strong financial foundation and operational structure.
He also works alongside clients to help them identify, progress toward, and achieve their most meaningful financial and related goals. With his varied experiences as a communicator, operations officer, and financial advisor, Jeff uses his unique abilities to describe and connect our clients’ financial goals with strategies that will lead to success. “The challenge with advising is taking complex or misunderstood ideas and making them clear and applicable to an individual’s “real life.”
What Jeff likes the best about his role at Falcon is how it brings together so many of the experiences and responsibilities that he has been fortunate to have since graduating from Western Kentucky University. While Jeff has tremendous respect for and pays close attention to, the technical, number-crunching aspects of finance, experience has taught him that it is the more human elements of communication; understanding, wisdom, and decision-making that usually leads to success or failure.
When not working for Falcon, he is busy with his home team, which includes a wonderful spouse and two young children. Away from the office, Jeff enjoys spending his time outdoors. He also enjoys traveling when time allows.
Teppe Financial Services
Ross, OH
Kirk Teppe
Kirk Teppe is an Investment Adviser Representative in West Chester, Ohio. He began his financial services career in 1980 and today serves individuals, families, small business owners, and retirees. He focuses on retirement planning and 401(k) rollovers for those individuals entering retirement or changing jobs. Kirk also work with small businesses to implement and maintain 401(k) programs and Simple IRAs. He also has an extensive background in life and health insurance planning.
“My clients appreciate my independence,” says Kirk.
“Since I work for myself and I don't deal with proprietary products, it is clear to them that their best interests are my primary concern. Especially in these troubled times, investors want to know that their advisor is concerned with their future, helping them achieve financial peace of mind through efficient strategies for success.”
Kirk is a veteran of the U.S. Army. He attended the University of Maryland-European Division while serving in the military and graduated from Southern Ohio College. He has obtained the Life Underwriter Training Council Fellow designation and while at John Hancock Financial Services he was a nine time Honor Club Qualifier. He belongs to the Cincinnati Association of Insurance and Financial Advisors.
Active in the community, Kirk is a member of the Masonic Lodge and a Shriner. Kirk makes his home in Fairfield, Ohio. In his leisure, he is an avid sports fan and enjoys golfing, snow skiing, bowling, softball, and most importantly spending time with his wife, three daughters, and his grandchildren.
J.M. Hallmark and Associates
Beavercreek, OH
Jason Hallmark
Originally from Western New York, a Bachelor of Science graduate of the Rochester Institute of Technology and a Masters of Business Administration from Wright State University. Lives in Xenia, OH with my wife Lori. Avid baseball and hockey fan. My interests include travel, art and photography, gardening, and reading.
Website: www.JMHallmark.com
Facebook: @JMHallmarkFinancial
Twitter: @JasonHallmark
Peter Mack, CPA
Batesville, IN
Peter Mack
The Mack Group
Pete Mack lives and has an office in Batesville, Indiana. He is a CPA/PFS and a CFP Professional. The CPA/PFS brings together the powerful combination of extensive tax expertise and a comprehensive knowledge of financial planning. Pete has used his financial skills to transform client's lives for over 30 years. Prior to starting his own practice, Pete was the Vice President of a five partner CPA firm.
Richard Martin, CLU, ChFC
Cincinnati, OH
Rich Martin
Rich is a life-long Cincinnatian, graduating from McNicholas High School and the University of Cincinnati College of Business. He entered the industry in 1993 wholesaling individual disability, life and group insurance policies for Paul Revere, Pacific Life and Guarantee Life. As a second generation planner he moved to the retail side of the industry in 2000. Rich’s focus is on retirement income planning and distribution stratagies. He holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College along with a BBA from the University of Cincinnati.
Rich lives in the Eastgate/Milford area. When not helping clients achieve their goals, Rich and his wife Juli stay extremely busy with their seven children, Jake, Jake, Abby, Logan, Declan, Ivy and Cooper. When not chauffeuring the kids Rich & Juli can likely be found on a soccer sideline, or road or mountain bike somewhere around town.
Sult Asset Management
Centerville, OH
Gary Sult
Glenn Henson
Florence, KY
Glenn Henson resides in Florence, KY with, his son Christopher, daughter Samantha, and twins, Cooper and Sarah. After attending The Ohio State University from 1987-1991 and majoring in Business Management, Glenn spent nine years as a PGA Golf Professional in both New York and New Jersey.
Glenn began his career year helping clients achieve their financial goals in 2003. He feels that to be successful in this business you must have a “serve-first” and “serve-always” attitude. His genuine caring for others and his desire to help people realize their dreams continues to be his driving force. He currently holds the FINRA Securities Series 6, 7, 63 and 65 licenses and is Life/Health/Annuity licensed.
His personal interests include spending quality time with his wife and four children, playing and teaching golf, and bike riding
Roger Corey
Lewis Center, OH
Registered Representative
Investment Advisor Representative
Mason Alexander, CFP
Cincinnati, OH
Mason Alexander
Mason is born and raised in Cincinnati, OH. He lives in Mt. Lookout with his wife Kendra and their dog and two cats. Mason graduated from the University of Cincinnati with a business degree in 2000. He has been a licensed financial advisor since 2001 with 7, 24, and 62 securities licenses, plus an Ohio insurance license and holds a Certified Financial Planner™ designation since 2013. He joined Securities America in October 2021.
Mason has been serving the financial needs of families for more than twenty years. His passion is serving his clients and achieving their goals.
In his personal time, he travels with his wife Kendra, plays baseball, and is an avid runner.
Rawls Street Financial Advising
Cincinnati, OH
Hannah Rawls
As the daughter of a retired Air Force pilot, Hannah Rawls has lived in a variety of places (including Texas and NYC), but considers Cincinnati, OH home base. After earning a bachelor’s degree in Business Management at the King’s College in New York City, she learned client relationship management and how to be a true advocate for her clients during her 5+ years working as a Logistics Account Executive at TQL.
Hannah Rawls is a goal setter, and upon realizing she was passionate about untangling the complexity of investing and finances she decided to make the leap from logistics to finance. She now partners with clients to create a tailored roadmap for retirement planning, retirement income solutions, 401k and IRA rollovers, education saving, and wealth building. She currently holds the FINRA Securities Series 7, 66, and the Life/Health/Annuity license.
When she is not working with her clients, she can be found being active in her church community, playing board games with her friends, and hiking - most notably thru-hiking the 2,653-mile Pacific Crest Trail.
2020 Wealth Advisors
Chillicothe, OH
Jarrell Witty, CFP
After over a decade in the industry, Jarrell Witty founded 2020 Wealth Advisors LLC with the vision of bringing the resources of a large firm, with the personal attention of a small practice, to his clients. Jarrell is a graduate of Ohio University with degrees in Applied Business and Technical and Applied Studies. He has been in the financial services industry since 2007 and obtained a Series 7 and Series 66 securities registrations, as well as Life, Health, and Variable Products and Long Term Care Insurance licenses. He is a Certified Financial Planner, and can help clients in all walks of life. Jarrell’s primary passion is bridging the gap between technology and finances, providing clients a clear vision of their financial future.
