Haire Bohmer, Cincinnati, Ohio

Our Staff

David B. Haire
david.haire@lpl.com

David, president of Haire Bohmer Wealth Management Group, founded the firm in 1999. In the financial planning industry since 1987, David is a Certified Financial Planner who has earned LPL's Chairman's Club award each year since 1999. Although earning awards is satisfying, the real satisfaction comes when he is in front of clients, helping them reach their goals and seeing their dreams come true. By reviewing the entire plan from cash flow to estate planning, David helps clients see the big picture.

T. Brad Clark
brad.clark@lpl.com

A Certified Financial Planner as well as a Certified Fund Specialist, Brad has been in the financial planning industry since 1987. He has been a part of the firm since 1999, specializing in creating financial plans which consider all facets of clients' lives but are individually customized to meet each client's unique life goals and objectives.

John M. Kilcoyne
john.kilcoyne@lpl.com

John, a financial planner since 1996, is both a Certified Public Accountant as well as a Certified Financial Planner. Although John's professional credentials are impressive, it is his focus on service and developing long-term, meaningful relationships with clients that give him the most career satisfaction.

Mark A. Schaffner
mark.schaffner@lpl.com

Mark is both a Certified Public Account as well as a Personal Financial Specialist -a specialty accreditation awarded to fewer than 4,000 nationwide. Mark's experience is impressive: 16 years providing financial planning services, with a total of 26 years of financial experience; more than 150 seminars or presentations and numerous television appearances. Mark respects the trust each client places in him as their advisor and makes every effort to make certain that they understand the strategy behind their financial plan.

Michael S. Bohmer
michael.bohmer@lpl.com

Mike entered the financial services industry after graduating from the University of Notre Dame with a degree in economics in 1995. A Certified Fund Specialist, Mike manages over $80 million of client assets. He earned membership in both the LPL Financial Chairman's Club and the American Funds Group Executive Council. Mike's business philosophy is straightforward: "No airplane can take off without a flight plan; no ship can sail without a plotted course - and no family can contemplate a successful financial journey, especially across more than one generation, without a comprehensive financial, investment and estate plan. My mission is to help families make just such a plan, and then guide them through completion of that plan, year after year."

Bridget Mitchell
bridget.mitchell@lpl.com

Bridget is a Registered Paraplanner and the practice manager for David Haire. In the financial services industry since 1993, she has worked with David for twelve years. A member of MENSA, Bridget enjoys numbers and research, but she firmly believes, “There is nothing more important than the relationships we have with our clients and the individualized service we provide to each of them.”

Betsy Hampel
betsy.hampel@lpl.com

Betsy has worked closely with Mike Bohmer for most of her more than 12 years in the financial services field. Her satisfaction with her job - particularly her interaction with clients and servicing their accounts - led Betsy to obtain her Series 6 and her Life & Health license.

Jennifer L. Waning
jennifer.waning@lpl.com

Since entering the financial services industry in 1995 and joining the firm in 2001, Jennifer, a financial consultant, has earned Series 6, 7 and 63 as well as a Life & Health license. She is currently in the process of obtaining her Certified Financial Planner designation. Although it's an industry of facts and figures, Jennifer never loses sight of the importance of the relationships between the firm and its clients. The best part of the job, according to Jennifer, is watching them reach their goals and fulfill their dreams because of the work that she does.

Sheila Maraan
sheila.maraan@lpl.com

Sharing the front desk duties and general office responsibilities, Sheila has warmly welcomed many of our clients when they call or come in for appointments. Sheila, hired in February 2002, is a real team player. She is always willing to assist all of our clients in any way she can. She works with John Kilcoyne and Brad Clark. Sheila places great emphasis on customer service and satisfaction.

 

Brian Kellett
brian.kellett@lpl.com

Brian joined Haire Bohmer in 2008. He comes with six years experience in the financial planning industry. He enjoys meeting with clients and understanding each facet of their life, with this understanding he develops and monitors their financial journey. Brian graduated from Miami University in Finance, and received his Masters Degree from Xavier University. In his spare time, he coaches basketball at St. Xavier High School. He resides in Madeira with his wife Sarah and daughter Grace, and is an Ironman tri-athlete.


Bethany Bohmer
bethany.bohmer@lpl.com

Bethany earned a BS in Finance from Butler University in 2003. During college she had an internship with Haire Bohmer Wealth Management Group in the summer of 2002 and an internship with Merrill Lynch throughout her senior year of college. She became a loan officer after college from 2003 to 2007 and worked as a Financial Analyst in 2008. She decided to re-join Haire Bohmer Wealth Management Group in January, 2009. Bethany is currently in the process of earning her Series 7 license and works on the team with Mike, Betsy and John.

 


Tim Fitzharris
tim.fitzharris@lpl.com

Tim has been in the financial services industry since 2001. His well-rounded experience in the industry provides clients with the knowledge needed for a truly comprehensive wealth management approach. The commitment to his clients, their families and their trust is second to none, and the driving force behind his practice. Tim understands that each client and their situation are unique, but that every investor needs to be able to manage risk, costs and taxes to reach their ultimate goals. His willingness to educate clients during their partnership provides them with a clear understanding of the path to their dreams.

Tim has earned his Series 7 and 66, Life & Health, and long-term care licenses. A Ball State University graduate, he enjoys golfing, traveling and spending time with his family and friends. Tim and his wife Shanna reside in Liberty Township with their two children, Abigail and Trenton. They are without a doubt the most valuable assets in his portfolio.

Nick Fauber
nick.fauber@lpl.com

Nick joined Haire Bohmer Wealth Management Group in 2009. Nick is a graduate of Northern Kentucky University and has been in the financial services industry since 2003. Since 2003, Nick has obtained his Ohio Life and Health insurance license, FINRA Series 7 and 66 licenses, completed Xavier University’s Executive Certificate in Financial Planning, and obtained his Certified Financial Planner ™ practitioner professional designation. Nick’s ambition as a financial planner is simply fueled by helping his clients achieve their own unique set of financial goals. Nick and his wife, Cathy, reside in Hillsboro, OH.