David Lohre, Vice President, Wealth Advisor, helps individuals and families achieve their financial goals through holistic financial planning encompassing investment, insurance, estate, tax and education planning. David is passionate about bringing best practices learned over more than two decades of experience to his clients. As an Accredited Investment Fiduciary (AIF^®) with over two decades of experience, his background in investment analysis helps provide the investment committee additional depth with ongoing monitoring of investment portfolios.

Education:

University of Kentucky - Bachelor of Business Administration in Finance

Accredited Investment Fiduciary (AIF^®) Designation

National Social Security Advisor (NSSA^®) Designation

FINRA Series 7, 63, & 65

Registered Representative & Registered Investment Advisor

• People Working Cooperatively (PWC) – Volunteer
• Beechwood School – Parent Volunteer
• Cincinnati Ballet Academy - Parent Volunteer
• Financial Times – Top Financial Advisor - Inaugural FT 401 Ranking (2015)
• Cincinnati Magazine - Five Star: Best in Client Satisfaction - Wealth Managers (2012)