Who We Are
Joseph Fondacaro, Jr., is President of our firm and is approaching his 30th year as an investment advisor. Joe has a B.S. in History from Truman State University; is a member of the Financial Services Institute in Washington, D.C.; and is a seven-time Five-Star Wealth Manager awarded by Cincinnati Magazine.
A native of Cincinnati, Joe, his wife Sarah, and their son and daughter live in Loveland. They are members of St. Andrew Church in Milford and Joe enjoys ice hockey, fishing, and cooking.
Office and Operations Manager
Aimee directs all of our firm’s operations, including client service, technology, compliance, and tax. Before raising a family, Aimee earned a B.S. in Business Administration from Miami University and an M.B.A. from Xavier University.
Aimee and her husband, Scott, live in Liberty Township with their three children. When not working, Aimee can be found attending her kid’s activities: golf, theater, horseback riding and basketball.