As a Wealth Manager, Hunter specializes in the integration of tax-efficient strategy and holistic wealth management. His ability to communicate complex financial concepts in a way that is clear and actionable is what distinguishes him as a lead advisor for individuals and small business owners.

Hunter’s approach to financial planning is rooted in an extensive background in the tax world. Now, as both a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®), he applies that technical expertise to help his clients protect and grow their wealth. This dual perspective allows Hunter to take a truly comprehensive view of his clients’ financial lives, ensuring that every investment and legacy goal is optimized for the long term.

A northwest Ohio native and a graduate of the University of Cincinnati, Hunter’s career journey took him to Denver, Colorado, for several years before coming back and planting roots in the Queen City. Today, Hunter’s perspective is deeply shaped by his role as a husband and father. Outside of the office, he is usually found spending quality time with his wife and son, exploring the local Cincinnati food scene, or enjoying a round of golf.