Stephen Perrin Jr., CFP®

President

Stephen Perrin Jr. received his degree in finance from Northern Kentucky University and has more than 32 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 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.

• CFP® certified.
• More than 32 years of financial services experience.
• President and regular contact for clients.