Professional Resources
(Law, Tax, College Funding, etc.)
Attorney
Gregory French, Certified Elder Law Attorney, 513-641-4692
Mark Patterson, Attorney at Law, 513-721-3300 x286
Fred Robbins, Attorney at Law, 513-721-3330 x270
Jennifer C. Wolfe, Esq., Attorney at Law, 513-618-8700 x101
CPA & Accounting
Frank D’ Andrea, CPA, 513-489-0322
Warren Holm, CPA, 513-733-4450
Marc Kiner, CPA and Jim Blair: Premier Social Security Consulting:
513-351-5707
Jim Mandel, CPA, 513-688-0200
Elizabeth Monde, Accountant, QuickBooks ProAdvisor, 513-305-7754
College Funding
OH's Designated Non-Profit Student Lending Works
OH's 529 College Savings Plan
Kentucky Education Savings Plan Trust
Indiana’s 529 College Savings Program
Information Technology
Tammy Rhein, ROI Technologies, Inc. – Independent Computer Systems Specialist
Pension Administration & Consulting
Linda Roberts, PACSI, 513-777-7364, Ext. 105
Clint Reese, Niles Lankford Group, Inc., 513-791-7526
*Raymond James Financial Services Inc., is not affiliated with and does not endorse any of these professionals, and shall have no liability whatsoever regarding any services provided by these professionals.
