Kimberly Bish

Since 2015, I have helped families in Dayton and Southwest Ohio harmonize their financial resources with their retirement dreams. Before founding Stage Ready Financial Planning, I served as a Financial Planner at a large firm, where I realized that retirees deserved a more personal partnership—one that orchestrates a plan to stay "in step" with their lives. With a background in music education and over a decade of experience in financial planning, I believe a confident retirement begins with understanding. I don’t just manage portfolios; I "handle the math" and teach the strategies behind it so you can make informed, great decisions about your future. My mission is to combine my love for teaching with a passion for financial freedom, ensuring your investments are tuned to support your lifestyle. In addition to my years of experience, I've earned degrees from Wright State University, and the University of Houston, along with an Executive Certificate in Financial Planning from Xavier University. As a CERTIFIED FINANCIAL PLANNER® professional and a member of the XY Planning Network and NAPFA, I am committed to the highest fiduciary standards. My wife Kristen and I live in Oakwood with our dachshund pups, Lily and Henry. When I’m not "at the podium" helping clients, you can find me enjoying music, fitness, the ocean, grilling with friends, and spending time with my family.

Neal Rankin is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, initially serving as a Retirement Services Representative before advancing to his current role in 2011. Prior to joining Fidelity, Neal worked as a Brokerage Assistant at UBS Paine Webber from 2002 to 2004. Neal focuses on understanding the unique personal situations of his clients and what is most important to them, leveraging Fidelity's resources to assist in making informed financial decisions and creating sound financial plans. He derives professional satisfaction from helping clients work towards their lifelong goals. Outside of his professional role, Neal enjoys golf and traveling.