STEPHEN H. PERRIN, CFP™

 

Stephen is the president of Coordinated Financial Planning Corporation and is responsible for the overall financial planning process. 
He founded the company as Underwriters Analysis and Advisory Services in 1980.  In July of 1983, the company was reorganized and incorporated as Coordinated Financial Planning Corporation and was registered with the Securities and Exchange Commission as a Registered Investment Advisor.  Steve holds Series 7 and 24 security licenses and has been a member of the Financial Planning Association  for the last 27 years.  Steve has 37 years of experience in the business and has been a guest speaker at many national financial planning conferences.

 

STEPHEN H. PERRIN, JR., CFP™

 

Stephen received his degree in finance from Northern Kentucky University and has 16 years of experience in the industry. 
Steve received his Certified Financial Planner designation in 1998 and assumes many responsibilities within our firm, including investment research and analysis, client account management, new plan design, maintenance and review of existing financial plans, and computer support services.

 

MATTHEW BEAMER, CFP™

 

Matt graduated from Thomas More College with a degree in accounting and business administration.
He has 13 years of experience in the industry and received his Certified Financial Planner designation in June, 2001.  Matt is responsible for client account management, the review of existing financial plans as well as aiding in new plan formulation, and investment research and analysis

 

BETH BENZ

 

 

Beth has 12 years experience in the financial services industry and 19 years experience in the client services profession. 
We were lucky enough to acquire her services from a major financial services company.  Her responsibilities include assistance in underwriting, financial plan implementation and reporting, complex administrative guidance, as well as, client service.

SCOTT A. PELFREY, CPA/PFS, CFP™

 

Scott rejoined Coordinated Financial Planning after holding a variety of positions in public accounting firms with financial planning services. 
His goal is to enhance the client services by adding any best practices gained through those experiences.  Scott will be working in all aspects of the firm including tax planning, financial plan design, client reviews and investment management.  He has over 20 years of financial services experience including 9 years with Coordinated Financial Planning.  Scott graduated from the University of Cincinnati.

 

JAGDISH J. KARANDE, MBA, CPA

 

Jagdish received his degree in finance from Xavier University in 1982 and is responsible for personal income tax preparation. 
He has been engaged in the preparation and implementation of financial plans for clients since 1986. Jagdish has taught financial and tax planning seminars for corporations and the public and has been a guest on various local radio talk shows.

 

MICHAEL J. WILHELM, CPA

 

 

Michael has 28 years of experience in both the public and private sectors. 
His practice encompasses the areas of tax, accounting, pension plans, and financial and estate planning.  Mike specializes in working with small businesses and individuals, and we consult with him periodically on certain financial plans when his expertise is needed.

 

FREDRIC J. ROBBINS

 

 

Frederic is the managing senior partner with the law firm of Robbins, Kelly, Patterson & Tucker.  
Fred joined the firm in 1974 after graduating from the University of Cincinnati College of Law, and became a partner in 1978.  He specializes in planning for small to medium sized businesses and estate planning. 

 

WILLIAM D. SHERMAN

 

 

 

William is a partner in the law firm of Robbins, Kelly, Patterson & Tucker. 
Bill joined the law firm in 1992 and graduated from the University of Cincinnati College of Law in 1994.  He concentrates his practice in the areas of estate planning and general business law.   Bill and his firm provide the necessary legal assistance for many of our clients in the development of their estate plans.