Financial Rounds

Benjamin Dobler is a CFP®-certified financial advisor with six years of industry experience, currently working at Financial Rounds in Cincinnati, OH. He has held roles at Personal Choice Financial Advisors, LLC, Ameriprise Financial Services, Inc., and Intuit, among others. Outside of his advisory work, Dobler is the founder and sole owner of Stewardship Financial Counsel, a business that provides tax preparation and financial coaching services. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors by offering investment management, comprehensive financial planning, and employee benefit plan consulting. The firm employs a mix of passive and active strategies focusing on low-cost funds and tax-aware portfolio construction, and it integrates tax planning options through a wholly owned subsidiary.

Sharon Miller is a CFP® professional with seven years of industry experience based in Cincinnati, OH. She is affiliated with Financial Rounds and has been associated with Personal Choice Financial Advisors, LLC since 2002. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors, providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm employs a combination of passive and active strategies with a focus on low fund costs and tax-aware portfolio construction, and offers integrated tax planning through a wholly owned subsidiary.

Brian Munoz is a financial advisor at Financial Rounds with a Series 65 designation and three years of industry experience. His prior roles include positions at Corient Services LLC, CIPW Service Company, LLC, and CI Doyle Private Wealth, LLC. He is also the owner and manager of Munoz Advisors, a bookkeeping and tax preparation firm. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors, offering investment management, comprehensive financial planning, and employee benefit plan consulting. The firm employs a combination of passive and active investment strategies focusing on low internal costs and tax-aware portfolio construction, and provides integrated tax planning options through a wholly owned subsidiary.

Christopher Hansen is a CFP® with 23 years of experience in the financial services industry. He is affiliated with Financial Rounds, a team-based firm in Cincinnati, OH, and has been involved with Personal Choice Financial Advisors, LLC since 2002. Outside of advisory work, Hansen serves as CEO of Personal Choice Tax, LLC, a tax preparation service. Financial Rounds serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate sponsors, providing investment management, comprehensive financial planning, and employee benefit consulting. The firm uses a blend of passive and active investment strategies focused on low costs and tax efficiency, and offers integrated tax planning options through its subsidiary.

Robert Hansen is a CFP® professional with four years of experience in the financial advisory industry. He is affiliated with Financial Rounds and has held roles at Personal Choice Financial Advisors, LLC since 2017 and Personal Choice Tax, LLC since 2021, where he serves as president of the tax preparation business. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors by providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm uses a blend of passive and active investment strategies focused on low internal costs and tax-efficient portfolio construction, and offers integrated tax planning through its wholly owned subsidiary.