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Vice President, Registered Representative
Diane Hinds, Vice-President and Registered Representative, helps clients craft their financial, estate, wealth accumulation and retirement income planning. Since 1977, she has tailored her suggestions to help individuals with creative, yet practical solutions. Using her extensive product knowledge and industry experience in asset allocation, Diane assists clients in determining their risk tolerance and in building a comprehensive financial investment plan. She calmly offers a sensible approach to clients so they can feel secure in their investment choices.
In addition, Diane collaborates with organizations to design and manage their employees’ retirement programs.
In 2008 and 2010, Diane received the Five Star: Best in Client Satisfaction - Wealth Managers distinction from Cincinnati Magazine.
- Financial Planning Association - Member
- Tristate League of Financial Institutions
- Cincinnati Works – Volunteer
- FINRA Series 6 and 63 registrations
- Life, Accident & Health Insurance and Variable Annuity license
- Ohio State University – B.S. Education
- Certified Financial Planner – 1985
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