Maddie R. Cook

Registered Assistant

Maddie R. Cook

As a Registered Assistant, Maddie facilitates and responds to client communications, assists with meeting preparation, and helps respond to client requests. Maddie works alongside Dave and Michael to assist in the many facets of their business. Maddie completed her B.S. degree in Financial Services from Wright State University. 

Maddie holds this license:

  • Securities Industry Essentials Certified

Maddie grew up in Springboro, Ohio. She enjoys skiing during winter and kayaking in the summer.


Phone 937.431.8010
Fax 937.431.8020