Todd Hibner, CFA, CFP^® Portfolio Manager, helps families and individuals craft their financial plan and investment approach with confidence. Todd believes that fully understanding the client's goals and risk tolerance is key to achieving investment success. He takes pride in simplifying complex financial topics, providing clients with peace of mind that their investments are being carefully monitored. 

Education:

Xavier University – Master of Business Administration

University of Cincinnati – Bachelor of Business Administration

Chartered Financial Advisor (CFA^®)

Certified Financial Planner (CFP^®)

• Chartered Financial Analyst Institute – Member
• Chartered Financial Analyst Society of Cincinnati – Member