Bradley Raymore, CFP® passionately assists families, business owners, and other professionals in various aspects of financial planning. Brad received a Bachelor of Science degree in Finance with a specialization in small business ownership from the University of Cincinnati in the year 2000. He is a Certified Financial Planner® with nearly twenty years of experience in the financial services industry. Brad first takes into account his clients’ family values, professional goals, and future desires to determine appropriate financial solutions. Using this “client first” approach, he educates his clients on the various risks associated with their current financial strategy and challenges them when he feels a more risk-appropriate solution is available. By understanding that every person’s situation and thought process is unique, Brad utilizes various investments and strategies to create a fully customized plan to meet the needs of his clients.