Our Support Team

Our team is designed with client service in mind.  With an average of 10 years of service, our client support team is knowledgeable and forward thinking.


Catherine Krizner

Catherine Krizner

Office Administrator
Office: 937.390.8750
Fax: 937.390.8755
Toll-Free: 888.390.8753
Send an email


Tami Long

 Tami Long

Financial Planning Coordinator
Office: 937.390.8750
Fax: 937.390.8755
Toll-Free: 888.390.8753
Send an email


Cathy Summers

 Cathy Summers

Administrative Assistant
Office: 937.390.8750
Fax: 937.390.8755
Toll-Free: 888.390.8753
Send an email