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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jamie Osborne, CPFA®

Certified Plan Fiduciary Advisor

(513) 548-0777

Jamie.Osborne@LPL.com

Jamie has always been passionate about helping other people. He started in 1994 as a Firefighter and then also became a paramedic. After seventeen years of serving others as a public servant, he decided to change careers and serve...
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Apryl M. Pope, CFP®, CPFA®

Certified Plan Fiduciary Advisor

(513) 548-0777

Apryl.Pope@LPL.com

Apryl Pope is a devoted mother, wife, daughter, friend, and passionate humanitarian. At her core, she is a teacher with a genuine passion for educating others. As a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and the co-founder of...
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