At Hillcrest Financial Group, we are all about comfortably connecting with our clients. We have the knowledge, skills, and experience to join with you on your financial journey and help you make a real impact. When you partner with us, you’ll see that we care as much about why you are investing as what you are investing in.
Financial Planner
Financial Planner
Financial Planner
Client Service Representative
Client Service Representative
Financial Planner
Mike began his career in financial planning as a student intern in early 2005. He has earned his CERTIFIED FINANCIAL PLANNER™ certification and attained his FINRA Series 7 and Series 63 securities registrations through Commonwealth Financial Network®. He also earned his Ohio life and health insurance license. He is an Investment Adviser Representative of Commonwealth. Maintaining these licenses and registrations requires participation in continuing education programs which help keep Mike up to date on current industry trends as well as keeping him informed of any potential changes on the horizon. Mike serves as the president of Cincinnati's chapter of the Financial Planning Association. He joined the board in 2018 to take a more active role in refining and advancing the financial planning industry.
Mike was born and raised in Piqua, Ohio. He moved to Cincinnati to attend Xavier University, where he graduated with a finance degree. Mike lives in Maineville with his wife and three daughters. When there is a break from the kids' activities, he enjoys playing golf or supporting local sports teams.
Financial Planner
Wesley pursued an undergraduate and then master’s degree in accounting. As a CPA and CFP® professional, he knows the details that need to be in place to help clients achieve their goals.
His clients include physicians, lawyers, business owners, and other professionals. He works with business owners and the HR departments within larger companies to make sure the employees fully understand the benefits that are being provided for them. There is nothing better than helping a family properly align their objectives with their strategic actions.
He has four young kids, so between work and taking care of the kids, there is not much free time. But when there is free time, you can find him drinking bourbon or cheering on my UK Wildcats.
Wesley also gives back to the community by serving as the Treasurer for the Rotary Club of Cincinnati and the Treasurer for the Emergency Shelter of Northern Kentucky.
Financial Planner
Mark is a Financial Consultant with the Hillcrest Financial Group. As an Investment Advisor Representative of Commonwealth Financial Network®, he assists his clients in creating and implementing comprehensive financial plans that address the following coordinated areas: investment management, retirement income strategies, wealth transfer strategies, life and long-term care insurance planning, and charitable giving solutions. Many of his clients are physicians, lawyers, and business owners.
Mark has more than 35 years of experience in financial advising and also worked as an economist for two years with TVA. Mark graduated from the University of North Carolina – Asheville and earned his MBA from the University of Kentucky in 1980.
He lives in Fort Thomas, Kentucky with his wife, Kim. Mark is the father of five and the proud grandfather of ten grandchildren. Mark enjoys fly fishing around the country and grouse hunting.
Client Service Representative
Connie began working with Mike in 2013. After graduating from the University of South Carolina, she worked in many facets of the criminal justice system and as a substance abuse counselor. Before working in the financial industry, she devoted 15 years as a stay-at-home mother to her two children. She assists in our day-to-day operations and has become a valuable resource to our clients.
Connie is a native of South Carolina and has lived in Loveland with her husband, Brian, and two children for the past 18 years. Connie enjoys spending time with friends and family, practicing yoga, reading, and traveling as much as possible.
Client Service Representative
Kate joined the Hillcrest team with a diverse background in education and office management. She enjoys being a key member of successful teams and has a strong desire to help others grow. She is a valuable member of the team demonstrating her strengths of organization, communication, and advocating for others.
Married with four boys ranging in age from adult to teenagers, she is actively involved in her boys’ high school and her parish. In her spare time, Kate enjoys following college basketball and football, Broadway shows, yoga, and spending any free time with her family. She also devotes several Saturdays a year to running club volleyball tournaments. Kate is thrilled to be part of a team where growth and progress are priorities.
Through our affiliation with Commonwealth Financial Network®, we have access to teams of advanced planning and investment research specialists to help us better serve your needs. Use these buttons to learn more about our extended support teams.
