Vice President, Wealth Advisor, Registered Representative
Bio
David Lohre, Vice President, Wealth Advisor, helps individuals and families achieve their financial goals through holistic financial planning encompassing investment, insurance, estate, tax and education planning. David is passionate about bringing best practices learned over more than two decades of experience to his clients. As an Accredited Investment Fiduciary (AIF®) with over two decades of experience, his background in investment analysis helps provide the investment committee additional depth with ongoing monitoring of investment portfolios.
Areas of Expertise
Retirement Income Planning
Investment Management
Estate Planning
Social Security Guidance
Community
- People Working Cooperatively (PWC) – Volunteer
- Beechwood School – Volunteer
- Cincinnati Magazine - Five Star: Best in Client Satisfaction - Wealth Managers (2012)
- Financial Times – Top Financial Advisor - Inaugural FT 401 Ranking (2015)