Our Advisors

Our Investment in You.

Our team of conscientious, credentialed and experienced advisors continue to receive training and education throughout their careers to keep them on the forefront of market and planning trends.

Alex Scott, CFP®

Alex Scott is a Cincinnati-based CERTIFIED FINANCIAL PLANNER™ who holds a Bachelor of Science degree in Business Administration from Thomas More College in Crestview Hills, Kentucky. Alex lives with his wife and daughter in Maineville, Ohio.

 

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Andy Shafer, AAMS®

Andrew Shafer is an Accredited Asset Management Specialist with over 20 years of financial sector experience. The holder of a Bachelor of Arts degree in Business Administration from Indiana’s Hanover College, Andrew is headquartered in the Cincinnati office.

 

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Brian James, CFP®

Brian James is a CERTIFIED FINANCIAL PLANNERTM professional and a financial advisor in our Cincinnati office. The married father of three is the Chairman of the Board for Mother Teresa Elementary School, and holds degrees in Finance, Marketing and International Business from Ohio University.

 

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Britt Riley, CFP®

Britton Riley is a CERTIFIED FINANCIAL PLANNERTM professional and a financial advisor in our Cincinnati office. An outdoor enthusiast, and the father of two children, Britton holds a Bachelor of Arts degree from Miami University in Oxford, Ohio.

 

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Cindy Rogers, CFP®

Cindy Rogers is a CERTIFIED FINANCIAL PLANNERTM and a CERTIFIED DIVORCE FINANCIAL ANALYST with 30 years of advisory sector experience. Cindy graduated from Cincinnati Technical College with an Associate’s degree in Sales & Marketing, is a member of The Financial Planning Association, and holds an Ohio insurance license.

 

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David English, CFP®

David English is a CERTIFIED FINANCIAL PLANNERTM professional and a financial advisor in our Cincinnati office. The holder of an Economics degree from the University of Kentucky, David and his wife Amy are competitive volleyball players who make their home in downtown Cincinnati.

 

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Deanna Purvis, CFP®

Deanna Purvis is a CERTIFIED FINANCIAL PLANNERTM professional and a financial advisor in our Cincinnati office. The married resident of Loveland, Ohio, holds a Bachelor of Science degree in Financial Services from Wright State University. A runner, Deanna spends her spare time volunteering as a fundraiser for the Leukemia Lymphoma Society’s Team in Training.

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Glenn Downs

With over 30 years of financial sector experience, Glenn Downs is an advisor in our Cincinnati office. The father of five children, Glenn sits on the board of directors at Ohio Valley Residential Services, a Cincinnati-based service-provider for persons with developmental disabilities.

 

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Joyce Kesselring, CFP®

Joyce Kesselring is a CERTIFIED FINANCIAL PLANNER™ with more than 25 years of experience as an advisor. Working from our Cincinnati office, she holds a Bachelor of Science degree in Marketing with a Psychology Minor from The College of New Jersey School of Business. Joyce is a member of the Financial Planning Association. 

 

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Karen Imhoff, CFP®

Cincinnati-based Karen Imhoff is a CERTIFIED FINANCIAL PLANNERTM professional with over 11 years of experience in the financial services industry. She holds a Masters in Business Administration from Cleveland State University, and a Bachelor of Arts degree from The Ohio State University. An outdoor enthusiast, Karen lives with her husband in Blue Ash, Ohio.

 

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Michael Coates, CFP®

Cincinnati native Michael Coates is a CERTIFIED FINANCIAL PLANNERTM with more than a decade of financial sector experience. The holder of a Bachelor of Arts degree from Northern Kentucky University, Michael lives with his wife and six children in Kennedy Heights, Ohio.

 

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Paul Erskine

Paul Erskine is a financial advisor who works from our Cincinnati office. A graduate of Wilmington College, he’s holds Bachelor of Science degrees in both Business Administration and Accounting. An avid outdoorsman, Paul lives with his wife and child in the Cincinnati area.

 

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Richard Mayer, CFP®

Richard Mayer is a CERTIFIED FINANCIAL PLANNERTM professional in our Cincinnati office. The holder of a Bachelor of Science degree in Mechanical Engineering (University of Michigan), he also earned a Master of Business Administration (MBA) degree from Ohio University. Passionate about the outdoors, Richard has worked as a baseball umpire for more than 20 years.

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Stephanie Bemerer

Stephanie Bemerer is a Cincinnati-based advisor with over 19 years of experience in the financial planning sector. Stephanie holds both an Ohio insurance license and an Executive Certificate in Financial Planning from Cincinnati’s Xavier University. 

 

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Steve Sprovach, CFP®

Steve Sprovach is a CERTIFIED FINANCIAL PLANNER™ with more than 37 years of experience as an advisor. The holder of a Bachelor of Science degree from Rider University, and an instrument-rated pilot, Steve lives with his wife of 34 years outside of Cincinnati.

 

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The Simply Money Point.

Simply Money Advisors is your trusted financial planning partner and retirement specialist. Contact us for your personalized financial plan.

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