Advisor at Quiet Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Quiet Wealth Management
Location
Cincinnati, OH
Credentials
CFP®, CFA®, EA, CRPC®
Industry experience
19 years
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:
$9,600/year ($800/mo)
Cincinnati, OH
Ohio
Quiet Wealth Management, LLC
2021 - Present (5 years)
UBS Financial services INC
2010 - 2021 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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