Brooke McConahy

Brooke McConahy

Financial Planning Assistant

As a Financial Planning Assistant, Brooke provides financial planning assistance, client communications, meeting preparation and fulfilling client needs and requests. Brooke works alongside Dave and Michael to provide assistance in the many facets of financial planning. Brooke’s focus for small businesses and their employees is conducting the necessary research, coordination and preparation of meeting materials, and one on one meetings. Brooke completed her B.S. degree in Business, majoring in Financial Management, from Wright State University. Brooke holds these licenses:

  • Ohio Life, Accident and Health Insurance
  • Series 7 (General Securities Representative) 
  • Series 66 (Uniform Combined State Law)

Outside of work, Brooke lives in Xenia with a cat named ‘Kitty’ and enjoys kayaking, hiking, and camping.

Phone 937.431.8010
Fax 937.431.8020