Broker Check

MEET THE PROFESSIONALS WHO HELP YOU REACH YOUR GOALS

Professional

Enyi Kanu, MBA, CFF®

Founder and Chief Investment Officer

ekanu@kanuasset.com

Enyi Kanu is a speaker, thought leader, author and entrepreneur with over 30 years of experience in the financial services industry. He helps people preserve and transfer wealth, build wealth, manage taxes and receive lifetime income...

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FINANCIAL PROFESSIONALS

John Harris Jr.

John Harri,s Jr. CFP

Sr. Managing Director Advanced Planning & Life Coach

(513) 673-8622

(513) 351-8565

Icy  Williams

Icy Williams

Director, Diversity and Wealth Inclusion

(513) 335-1978

(513) 769-2703

Kenneth Best, Jr.

Kenneth Best, Jr.

Wealth Strategist, Retirement & Income Planning

(859) 801-9256

(513) 769-2703

Curtis Clark

Curtis Clark

Senior Wealth Strategist, Institutional Retirement Plan Services

513.769.2700

513.769.2703

E. Wayne Sloan

E. Wayne Sloan

Wealth Strategist, Business Insurance & Risk Management

(513) 353-8555

(513) 769-2703

SUPPORT SPECIALISTS

Cathy Richardson

Cathy Richardson

Vice President Finance and Administration

(513) 769-2700

(513) 769-2703

Erin Maddox

Erin Maddox

Administrative Assistant

(513) 769-2700

(513) 769-2703

ADVANCED PLANNING LEADERSHIP TEAM

Marc R. Schechter

Marc R. Schechter

Senior Managing Director & Principal of Schechter Wealth

Jason R. Zimmerman

Jason R. Zimmerman, MBA

Senior Managing Director & Principal of Schechter Wealth

Jordan Smith

Jordan Smith, JD, LLM

Vice President Advanced Design

Kevin Beauchamp

Kevin Beauchamp

Vice President Director of Strategic Partnerships

ADVANCED PLANNING TEAM

Schechter is a boutique, third-generation wealth advisory and financial services firm. For 80 years, their multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.

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