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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.
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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.
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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.
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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.
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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 Linsco Private Ledger 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."
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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.”
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Thomas E. Bohmer
thomas.bohmer@lpl.com
A financial consultant since 1988, Tom entered the field after a successful and satisfying career as a teacher and coach at Sycamore High School. His ongoing financial training and credentials make it possible for him to create effective financial plans for his clients, but it's Tom's experience teaching and coaching that helps his clients understand and feel comfortable with their plans. Along with son Mike, Tom focuses on long-term investments that bring clients the financial security they seek.
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Betsy Hampel
betsy.hampel@lpl.com
Betsy is the practice manager for Tom and Mike Bohmer and has worked closely with them 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.
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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.
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Nancy Brunner
nancy.brunner@lpl.com
Nancy joined our group in July of 2000 as our office manager and, as such, oversees the day-to-day operations of our firm. She especially enjoys working directly with our clients and is often the client’s first contact with Haire Bohmer Wealth Management Group. In order to be even more involved with our clients, Nancy completed her Series 6 and now is also the practice manager for Mark Schaffner, Brad Clark and John Kilcoyne. Quality customer service for our clients is her top priority.
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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 has recently stepped forward to be the practice manager for Leo Broerman. Sheila places great emphasis on customer service and satisfaction.
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Tom O’Brien
tom.obrien@lpl.com
Tom is a Chartered Financial Consultant who entered the financial services industry in 1974 after obtaining a Masters Degree from the University of Cincinnati. In addition to serving as Financial Advisor to his clients for over 30 years, Tom has extensive industry experience. He is the past president of The International Association for Financial Planning (Cincinnati Chapter), and past Director of The Cincinnati Association of Life Underwriters. He left a position as Branch Manager and Agency Compliance Officer to join the firm in October 2006. His motivation in returning to private practice is centered on his desire to focus on personal interaction with his clients and to personally assist in providing solutions to his clients’ financial objectives. |
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