Who We Are

Stephen P. King CFP®

Vice President

In 1997, Steve graduated Magna Cum Laude from Wabash College with a double major in Economics and French. After working a year in Paris and several years in corporate finance, Steve began a career in financial planning in 2000. He earned the right to use the CFP® mark in 2004 and is a member of the Cincinnati Chapter of the Financial Planning Association.

Steve is married with two sons and a daughter. When not spending time with his family, Steve teaches courses in the CFP® curriculum, organizes international exchange students for the Rotary Club of Cincinnati, and enjoys singing with his barbershop quartet.

 Rotary Service, International Youth Exchange

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