#MeetUsMonday :: Introducing Steve

We are so excited to introduce you to Steve, one of our newest team members! He is a  Retirement Plan Administrator who is making things happen in Cincinnati on the daily! 

Not being your average bean counters, it's important to us that you know who we are, what we stand for, and the crazy things we spend our time doing when we aren't serving you! Now, get to know....

<<<  Steve Cox  >>>

Introduce your family:

I've been married to Tina for nearly 25 years. My Kids: Lauren age 22, Andrew age 21, Natalie age 17. My dogs: Hazel age 10.5, Olive age 5, Bonnie 10 mos. Turtles: AJ and Jojo 8 yrs.

MTB 2025 Winner Post (1)MTB 2025 Winner Post

What are you most looking forward to over the next couple of months?

Better weather to get to the lake/river.

Why do you do what you do?

I enjoy helping clients, analyzing data and finding solutions.

The best chip ever is...

Grippos BBQ Chips.

What, or who, are you a “closet” fan of? 

Gilmore Girls.

Favorite book or movie?

Casablanca.

That's a wrap!  We can't wait to share more about all of our team members, but  since there is more to us than just counting beans we are going to take this one rockstar at a time!  Until next #MeetUsMonday ... Go Make Dreams Come True.

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