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Who We Are

Mark A. Bates CFP®, CDFA®, EA

Chief Operating Officer

Mark graduated in 1990 with a degree in Business Management from Southern State College. After managing a small business for 12 years, he began his career in financial services with Fifth Third Bank. He spent 2 years in Management and the following 6 years as an Investment Consultant with Fifth Third Securities.

Mark studied financial planning at The Ohio State University and earned the right to use the Certified Financial Planner® (CFP®) mark in 2006. He also holds the Certified Divorce Financial Analyst (CDFA®) designation and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA).

Mark is married and has a teenage daughter. He enjoys spending time with his family, sports, camping, and staying active in his church.

 Relay for Life, DARE

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Tel: 513.530.9700
Fax: 513.530.9776
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