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About
Andrew Schmitt
Managing Member, Adviser
Andy’s focus on serving individuals and families is a key inspiration for establishing a Registered Investment Adviser (RIA) for current and future clients.
Peter Schmitt, CFP®
Financial Planner, Adviser
Peter is A CERTIFIED FINANCIAL PLANNER™ professional and earned a Bachelor of Business Administration from the Carl H. Lindner School of Business at the University of Cincinnati where he majored in Finance. Peter is a Cincinnati native and attended Archbishop McNicholas High School.
