About Us.
Jason M. Dennis, CFP
I have been a Cincinnatian my entire life. I am a Bearcat at heart but love my Reds and Bengals just as much. I love playing sports, guitar, riding my bike, and seeing new places with my wife Katy. I also love the stock market and am extremely passionate about helping people navigate it. It’s what I have done since I graduated from UC and it’s what I plan to do forever. I started in the business in 2014 with my Dad Steve, received all my licenses and started working face to face with clients. I then decided to become a Certified Financial Planner in 2020.