MEET THE PROFESSIONALS WHO HELP YOU REACH YOUR GOALS Professional Enyi Kanu, MBA, CFF® Founder and Chief Investment Officer email@example.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... Read more FINANCIAL PROFESSIONALS John Harri,s Jr. CFP Advanced Planning & Life Coach (513) 673-8622 (513) 351-8565 firstname.lastname@example.org Icy Williams Director, Diversity and Wealth Inclusion (513) 335-1978 (513) 769-2703 email@example.com Kenneth Best, Jr. Wealth Strategist, Retirement & Income Planning (859) 801-9256 (513) 769-2703 firstname.lastname@example.org Curtis Clark Senior Wealth Strategist, Institutional Retirement Plan Services 513.769.2700 513.769.2703 email@example.com E. Wayne Sloan Wealth Strategist, Business Insurance & Risk Management (513) 353-8555 (513) 769-2703 firstname.lastname@example.org SUPPORT SPECIALISTS Cathy Richardson Vice President Finance and Administration (513) 769-2700 (513) 769-2703 email@example.com Derek Howell Wealth Planning Associate & Estate Planning Coordinator 513-769-2700 513-769-2703 firstname.lastname@example.org Erin Maddox Executive Assistant and Client Experience Manager (513) 769-2700 (513) 769-2703 email@example.com Florenz Mariel Balog Marketing and Communications 513-769-2700 513-769-2703 firstname.lastname@example.org ADVANCED PLANNING LEADERSHIP TEAM Marc R. Schechter Senior Managing Director & Principal of Schechter Wealth Jason R. Zimmerman, MBA Senior Managing Director & Principal of Schechter Wealth Aaron Hodari, CFP®, CIMA® Managing Director Jordan Smith, JD, LLM Vice President Advanced Design 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. SIGN UP TO STAY IN TOUCH Name Email Address Thank you! Oops!