State
Ohio
Description
Stephen Perrin Jr. received his degree in finance from Northern Kentucky University and has been in the financial services industry since 1992. Steve is a Chartered Financial Consultant®. He handles many essential responsibilities within our firm including the development and implementation of investment strategies, directing client account management, and meeting with clients to review their accounts, get updates on their lives and discuss outlooks with them.
- CHFC® certified.
- President and owner.