Broker Check

Our Team

Roger D. Ames, CPA, CFP®

Registered Principal

(513) 523-5995

roger.ames@lpl.com

Roger Has more than 34 years of experience in the financial services industry. He holds a BS in Accounting from St. Joseph’s College in Rensselaer Indiana and an MBA in Management from the University of St. Francis in Ft. Wayne...
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Aaron Ames, CFP®

Financial Advisor

(513) 523-5995

aaron.ames@lpl.com

Aaron joined Roger in the practice in 2006, after six years in the banking industry as an Investment Consultant as well as a Personal Banker and Banking Branch Manager. Aaron's professional licenses/designations include: Series 7, 63,...
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