Meet the Team
Jeannette’s Good Life:
Spending unscheduled time with my parents, husband, children and grandchildren. Working in the garden, hiking in the woods, and enjoying the serenity of nature. Reading books and visiting people and places to learn more about the world and my place in it.
When I was in third grade, my family put me in charge of running our family’s strawberry and vegetable stand on our farm. I would arrange the display of berries and vegetables in the barn, wait on customers, make change and help load cars. At 8 years old, I decided I liked running a business and that someday I would create my own to help others, but I wasn’t sure how.
My earliest lessons came from my parents, who were both teachers and entrepreneurs. They ran the farm, rehabbed and rented houses, and eventually bought a small business. I learned from them that it’s not what you earn, but how you manage it that really matters.
When I headed off to college, I majored in accounting and finance as a foundation. While still at Ohio State, I read about the young profession of financial planning. I was immediately hooked. This was what I wanted to do.
In the fall of 1988, I combined my parents’ entrepreneurial spirit and my business experience as a CPA and banker and started The Asset Advisory Group; using my life’s lessons to help provide financial guidance to enhance the well-being of individuals and families. That mission continues today as the binding principal we bring to each and every client relationship.
Chip’s Good Life:
An early morning run, a cup of coffee, the newspaper and some time to reflect. Weekdays at work helping our clients connect their money and their lives. Weekends filled with family activities, fun and maybe a round of golf. Evenings on the patio or at a favorite restaurant surrounded by friends.
I grew up in a household with the mantra “anything worth having is worth taking care of.” My parents taught us the importance of doing for others, a good education, and the value of a buck. Water was what you ordered at restaurants, the landscaper was looking at you in the mirror and the best way to get that toy or pack of baseball cards was to save, save, save.
Given my frugal upbringing, I was often someone that friends trusted for advice that revolved around money. It seemed a very natural transition to make this my career.
After graduation, I found the options available to follow this path disheartening. Opportunities that promised to help clients achieve their goals were, at best, thinly veiled schemes that put the company first and giving sound advice second. At worst, it was much more underhanded. I never understood why it had to be the company or the client. Why couldn’t it be both?
Instead, I joined the world of private banking, developing many close relationships with individuals and families. I enjoyed a successful career, but was still restricted to the bank’s products and services. I happened upon an opportunity to help some financial advising firms with their banking needs. They were fiduciary advisors, charged with putting their clients’ interests ahead of their own. A light bulb immediately flickered and I saw an alternative to the traditional investment model, a way to be the trusted counselor I always wanted to be.
After a thorough search, I was fortunate to find Jeannette and the rest of the team at TAAG. I’m proud to be able to truly partner with our clients and offer conflict-free, holistic advice about the financial issues that impact their goals.
Associate Financial Planner | CFP®
Sarah’s Good Life:
Cycle class before dawn. Neighborhood walks with my sweet fur babies. Date night with my husband at a new spot. A glass of wine with my closest friends.
I was five years old when I received my first lesson in personal finance. My great-grandfather told me that if I helped my grandmother dust all of the furniture in their house, I would earn two quarters for the job. This was no small task, as each piece of furniture received a dry dusting and then another wipe down with wood polish right after, it would take an entire afternoon to complete the job. When I asked to go to the convenient store to buy candy with my earnings, my grandfather told me that only one of my quarters could be spent at the store and the other had to go in the piggy bank.
Born during the Great Depression, my great-grandparents seemed to understand the value of a dollar better than anyone I knew. They were great savers and taught me that you can only spend after you have saved, a simple concept, but one I still find valuable today.
During college I continued to work, and it wasn’t until my first co-op assignment at an investment advisory firm that I really knew what I wanted to do with my career. I quickly learned that this wasn’t just about putting quarters in a piggy bank anymore, that exercise in saving was just the first step.
There’s a tremendous amount of noise in this industry. The wealth of information that we are bombarded with each day can be overwhelming, especially when it comes to our most emotional asset, our money. As a planner and advisor, I enjoy helping clients sort through some of that noise so that they can spend time focusing on what’s most important to them.
Financial Planner | CFP®
Michael’s Good Life:
A cup of coffee, a warm breakfast and waking up my kids. A rewarding day in the office helping clients. On the weekend, phone calls to my parents and siblings. An outdoor family activity, or a round of golf with friends. Watching or attending a sporting event. A bowl of ice cream, and a late-night TV binge with my wife.
I grew up the son of a home builder and a teacher – my parents taught me the value of working hard to build something and serving others. My Dad would always say “hard work pays off”, and my Mom is the epitome of a servant leader. Growing up my siblings and I would sell refurbished golf balls and lemonade behind our house for extra money. However, we always had to pay my parents back for the materials before counting our profits.
I worked my way through college to earn spending money and offset some of the costs. During an internship with a wealth management firm is the first time I realized I really enjoyed helping people. I learned what it meant to be a fiduciary, to put a client’s interest first. I learned the importance of teamwork, client service and the independence provided by a fee-only structure.
Upon graduating from Xavier, I obtained my CFP designation and practiced financial planning for several years. After that, I spent 6+ years working alongside business owners to advise them on risk management techniques and design property and liability insurance programs. I genuinely enjoy listening to people tell their stories and helping them plan to reach their financial goals. I love earning the trust of others by providing exceptional service, adding value, and making complex things easy to understand.
When I connected with Chip and met the rest of the team at TAAG I knew I found a place full of people who share my values. I am excited to work with our clients to make their lives easier, solve their problems, and achieve their goals.
Director of First Impressions
Marlie’s Good Life:
Good conversations and laughs over coffee with my family, friends, and neighbors. Spending a warm spring day working in my perennial gardens. Reading a great novel followed by a cozy nap with my chihuahuas. Reminiscing on all the happy times watching our son grow into such an amazing young adult.
I grew up in Arkansas and moved to Ohio in 1999. I realized as a child that I had an eye for detail and that I enjoyed interacting with a variety of people. As I observed my grandmother operate her “beauty shop,” I witnessed firsthand the satisfaction of a job well done and how contagious a genuine smile can be.
Throughout my career I’ve worked in office management and client service roles primarily in small office settings. I appreciate the personal dynamic that is unique to small offices. I am very excited to return to the financial services industry where I get to work directly to assist clients. It is my pleasure to welcome our clients to the comfortable and inviting office environment here at The Asset Advisory Group. My desire is that our clients feel valued and that they trust our team to help them achieve their personal financial goals.
Director of Operations
Gregg’s Good Life:
A dinner of Tagliatelle in black truffle sauce, paired with an old Burgundy, jazz music in the background, my wife across from me, in Paris, and it’s raining. Playing with my grandchildren, going to family reunions, and taking walks through nature.
As the middle child of six, I thought I had to be different in order to stand out… I remember as a young child that whenever anything broke around the house my parents would call my grandfather. He could fix anything; dishwasher, stove, disposal, you name it. I thought that was cool. I wanted to help be able to fix things so that I could help my family. I guess this was my way of being different.
As a senior in high school I read an article about the need for ceramic engineers and it sounded like something for me. I enjoyed my time in college so much that I decided to go on to graduate school to further my Ceramic Engineering studies. There, I loved collecting data and performing experiments in order to solve problems. I also learned that I enjoyed the freedom of being my own boss. There were no time constraints in graduate school (other than how soon you wanted to graduate!).
Upon graduating, I accepted a job with G.E. Aircraft Engines in Evendale. I worked on classified programs for the U.S. Air Force that were cutting edge and different. However, I quickly learned that the corporate world needed results now. I had to create a product while still collecting data and learning. Inventing on the fly did not fit my personality. I needed time to be 100% positive in my decisions. Meanwhile, my wife, Jeannette’s company was growing and she needed someone she could trust to take over the back office issues. We had always discussed working together, and here was our chance.
Today I enjoy keeping the “behind the scenes” functions of the office humming along. I get to help by fixing things and being my own boss (well, as long as Jeannette says it’s okay).
Client Service Manager
Leigh’s Good Life:
Watching my kids having fun in the backyard with their friends. Enjoying time spent together with my family, my parents and my sister’s family. Being able to take a much-needed nap in the middle of the day.
For as long as I can remember growing up, I wanted to be a teacher… As I approached college, I first majored in early childhood development. However, after one year of practical experience teaching preschool children, I realized I needed to change my career path! I love kids, but discovered I just didn’t have the patience to manage 20 plus students day in and day out. This was quite an epiphany for someone who always wanted to teach.
Not knowing exactly what to do, I switched my major to Business and interned as an administrative assistant for an attorney. I loved it! I was able to run the office, resolve problems and play an integral part in the firm’s success. The only drawback was limited interaction with the clients.
I was lucky enough to find Jeannette and The Asset Advisory Group in 2001. As Client Service Manager, I get to employ my first loves of business by helping resolve internal and external issues with the added bonus of getting to interact with both our custodians and our clients, helping to make sure their experience is as seamless as possible.
Outside the office, I manage to stay plenty busy raising my four children with my husband, Anthony.
Client Service Manager
Suzanne’s Good Life:
Taking my family on vacations to the places my parents took me growing up. Getting to enjoy watching my children discover the beach and wildlife, while being able to splurge on the extra experiences and excursions.
Ever since my very first retail job in high school, I loved working in customer service. Being able to assist customers in finding what they needed and seeing them leave satisfied was a rewarding experience.
Due to my interest in customer service and retail, I pursued a degree in marketing. After graduating from Xavier, I went to work in a marketing department at a B2B company. I then transitioned to an office manager role in a financial services organization. I quickly took an interest and learned more about the industry.
I was excited at the opportunity to join The Asset Advisory Group as a Client Service Manager. In my role, I get to return to working directly with clients and continue to expand my knowledge of the financial service industry, while sharing a little bit of my marketing expertise with the group.