Corey Sorrell

Hello! I’m Andrew, the Founder of AJD Wealth Management. I have been in the financial services industry for over a decade and earned my CERTIFIED FINANCIAL PLANNER™ Designation in 2017. Since 2017, I have worked exclusively as a fee-only financial planner. Throughout my career, I have been fortunate to work with a wide variety of clients including retirees, pre-retirees, busy families, corporate retirement plans, etc. Prior to starting AJD Wealth Management, I was with a large fee-only firm in Cincinnati; and prior to that, a giant insurance company selling financial products. With AJD Wealth, I get to focus on what I enjoy most - building relationships with my clients, delivering great financial plans, and managing money. I am on the board of the Financial Planning Association (FPA) Southwest Ohio chapter and I am a member of the XY Planning Network. AJD Wealth is a fee-only advisory firm for busy families and retirees who are tired of only meeting with their advisor once a year and who don't want to be just another number at a large firm. Our clients are looking for a partner who can help them grow & preserve their wealth. Finances are personal; and a good, collaborative relationship is the bedrock of a solid financial plan. The goal of AJD Wealth is to consistently deliver a boutique-level of service to our clients.

About the Firm Balance Life Planning was created to help mid-career individuals and families find balance between the financial and lifestyle needs of today, tomorrow, and legacy. Our approach combines the core tenets of financial planning: Investment Strategy Tax Planning Cash Flow/ Retirement Planning Insurance Analysis Estate Planning Furthermore, we offer planning catered to families that have more complex compensation such as stock options, RSUs, Employee Stock Purchase Plans (ESPP), etc. We utilize the latest technology available to deliver a seamless client experience that includes a planning portal, secure vault for planning documents, tax planning tools, and more. About Me I was born and raised in Canton, OH and relocated to the Cincinnati area to attend Xavier University. During that time, I met my wife Erica, and we settled in Villa Hills, KY. We have three beautiful daughters: Molly, Taylor, and Charlotte. We enjoy traveling, various sports, and dogs (we have three dogs Rev, Louis, and Teller). I started in the Financial Services industry at a large investment firm in 2011. During my nearly 10 years there, I worked my way from customer service, through various trading positions, to a book of clients of over 900 high-net worth households that I assisted with planning and investing. In February 2015, I earned my CFP® marks (CERTFIED FINANCIAL PLANNER™). In September 2020, I decided it was time for a change that offered a better life balance and client experience. I joined a smaller firm in Blue Ash, OH, as a Senior Advisor. During that time, I gained valuable experience working through complex planning scenarios with high-net worth clients, managing day to day operations of the firm, and was closely connected to a first-class CPA firm. Of the thousands of clients I've had the privilege to serve, several carried ranging degrees of regret around their financial planning path. Most of which sounded like: "if I knew then what I knew now, I would have...". I have designed Balanced Life Planning to meet clients and families where they are earlier in life to create better financial outcomes.

I’m focused on helping families have the confidence to make memories today knowing that they are making progress on financial independence. I am the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat Fee firm. Before launching Quiet Wealth Management, I was a Portfolio Manager and Advisor at UBS Financial Services and started my career at Merrill Lynch. My experience and expertise help people build their wealth, reduce taxes, and feel confident in their financial path. My specialties include: - Financial Planning - Investment Management - Tax Planning & Preparation - Asset Protection - Wealth Transfer & Legacy Planning - Retirement Planning Income & Distribution Planning - Charitable Giving

Michael Carle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He provides counsel and support for personal financial decisions, focusing on areas such as retirement planning, investment strategy, income planning, tax efficiency, asset protection, and charitable planning. He offers appointments via Zoom or phone to accommodate client preferences. Michael has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and Private Client Group Relationship Manager. His extensive experience within Fidelity spans over a decade, covering a broad range of financial services and client support functions. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys fitness, hiking, parenthood, pets, skiing, and traveling.

Anthony Russell is a Wealth Management Senior Relationship Manager at Fidelity Investments. He collaborates with clients to manage the day-to-day tasks necessary to work towards their financial goals by understanding their needs and identifying suitable strategies tailored to each individual client and their family. Anthony has been with Fidelity Investments since 2015, holding various roles including Financial Representative, High Net Worth Representative, Workplace Planning Consultant, Private Wealth Management Planning Consultant, and currently Senior Relationship Manager. His experience spans multiple areas within wealth and financial management. Outside of his professional role, Anthony enjoys activities such as camping, concerts, fishing, golf, kayaking, and traveling.

Kasey Goulet is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she supports clients' planning needs as part of the private wealth management team and acts as a partner and resource for both planning and day-to-day financial requirements. Kasey has been with Fidelity Investments since 2016, starting as a Financial Representative before advancing to High Net Worth Representative from 2017 to 2019. Her experience includes providing tailored financial guidance and managing complex wealth management strategies for clients. Outside of her professional role, Kasey enjoys family activities and reading.