Financial Specialists

Jacob D. Bartel, CFP®, CDFA®

Robert Carroll, CPA, CFP®, CDFA™

Christopher Pieper

Terry L. Yoho, CPA, ABV, MA, CFE, BVAL, CFF

Kelly Owens, CFP, CDFA

Erin Kern Timmerding, CFP, CRPC

Mary Ann Pietromonaco, CFP®, CDFA™

Missy DeArk, CPA/CFF, MBA, CVA/MFFA

"My ex-wife and I completed our collaborative divorce last year. It was in Kenton County. The process worked very well. Most importantly, our children were not adversely affected by the divorce process. We were able to cooperate with regard to them throughout the process.
Because of the collaborative process, we did not have to experience the months-long wait for court hearings that other couples experience. We were able to control the process, and work through our divorce more efficiently than in litigation.
Preparing for and attending a collaborative meeting in a divorce is much easier than preparing for and attending a court hearing.
Divorce is always challenging, but the collaborative process helped reduce the level of tension and anxiety for us, especially compared to other people I have known that did not do collaborative. We learned a process of communication that we still use to resolve issues with our children."