Michelle Graham

Investment Operations Associate - Assistant to Jason and Nick

Michelle serves as Investment Operations Associate and assists Jason and Nick with servicing our client’s needs.  Michelle has an extensive background in the Financial and Insurance Industry along with excellent administration skills.  She uses her experience to deliver outstanding processes and procedures.  Michelle's goal is to assist us in providing exceptional support in our mission of helping clients achieve thier financial goals.

In her free time, Michelle enjoys working out and spending time with her husband and two children. 


Phone (513) 332-9971
Fax (513) 621-9300