STEPHEN H.
PERRIN, CFP®
President

[stevesr@cfinplan.com]

is the firm's founder, owner and principal. Steve completed the College for Financial Planning Certification Program and earned his CFP® board designation in 1989. In 1980, Mr. Perrin founded Underwriters Analysis and Advisory Services. In July of 1983, the firm was reorganized and incorporated as Coordinated Financial Planning Corporation and registered as an investment adviser with the Securities and Exchange Commission. Steve has successfully completed the Series 7 (securities), 22 (representative) and 24  (registered principal) examinations. He is not affiliated with any broker/dealer.. He has been a member of the Financial Planning Association for the last 30 years.

STEVE PERRIN JR CFP®
Vice President

received his degree in finance from Northern Kentucky University and has 21 years of experience in the financial services industry. Steve completed the College for Financial Planning Certification Program and earned his CFP® board designation in 1998. He carries out many essential responsibilities within our firm including researching and analyzing investment strategies, piloting client account management and designing, implementing and caring for our clients' financial plans. Steve has successfully completed the Series 7 examination. He is not affiliated with any broker/dealer.

MATTHEW BEAMER   CFP®
Senior Plan Designer

graduated from Thomas More College with degrees in both accounting and in business administration. He has 16 years of experience in the financial services industry. Matthew received his Certified Financial Planner® designation in June, 2001. Matt supports the development, implementation and maintenance of financial strategies. He also plays a critical role in reviewing and updating current financial plans on Mr. Perrin's behalf. His client-focus and attention to detail make him an excellent resource in developing client financial strategies.

BETH A. BENZ
Director of
Administrative Services

has 15 years of experience in the financial services industry and 22 years working in client service. She is a graduate of the College for Financial Planning CFP® Professional Education Program. Beth assumes many administrative roles in our office such as assisting Mr. Perrin in carrying out essential client service related tasks. However, her ministerial duties are not limited to one specific area; she is a true jack-of-all trades. She plays an essential role in supporting financial plan implementation and in assuring the quality of our client service.

OUR EXTENDED TEAM*

Certified Financial Planners have a fiduciary responsibility to represent their clients' best financial interests. We have assembled a team of trusted experts who we consult and refer when determining our clients' unique financial, legal, tax, insurance and estate needs.

MICHAEL J. WILHELM CPA
Accounting Services

has 30 years of experience in both the public and private sectors. His practice encompasses the areas of tax, accounting, pension plans, and financial and estate planning. Mr. Wilhelm specializes in working with small businesses and individuals. We consult with him periodically on certain financial plans when his expertise is needed.

FREDRIC J. ROBBINS J.D.
Legal Advisor

is the managing senior partner with the law firm of Robbins, Kelly, Patterson & Tucker, and he is Chairman of the Business Law Department. Fred joined the firm in 1974 after graduating from the University of Cincinnati College of Law; he became a firm partner in 1978. Mr. Robbins specializes in planning for small to medium sized businesses and real estate law. Mr. Robbins and his associates provide many of our clients assistance in the development and review of their estate plans.

WILLIAM D. SHERMAN J.D.
Legal Advisor

joined the law firm of Robbins, Kelly, Patterson & Tucker in 1992 and graduated from the University of Cincinnati College of Law in 1994. Mr. Sherman concentrates his practice in the areas of general business law, taxation and estate planning.

JAGDISH J. KARANDE MBA, CPA
Accounting Services

received his degree in finance from Xavier University in 1982. He has been engaged in tax preparation for many of our clients since 1986. Jagdish has taught financial and tax planning seminars for corporations and the public and has been a guest on various local radio talk shows.

STEVEN W. SCHNEBELI
Long-Tem Care Insurance

is the President of Ohio Insurance Consultants, Inc, a firm he established in 1980. Mr. Schnebeli has worked extensively with industry leaders in developing LTC insurance policy and in designing consumer education and agent training programs. Additionally, he is one of a select few individuals in the Greater Cincinnati area with more than 2 decades of experience in LTC insurance. He is licensed to practice in the continental US.

SCOTT LINDSAY
Property and Casualty

specializes in customizing casualty and property insurance solutions primarily for clients of the Greater Cincinnati area. His agency with the Cincinnati Insurance Company and position as Vice President of the John J. & Thomas R. Schiff Insurance Agency allow Mr. Lindsay to offer some of the industry's most sought after insurance products (for example, personal and commercial liability products for homes, rental properties, commercial edifices and property, personal property, boats and automobiles).