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Our Firm

Our staff is a team of financial professionals dedicated to providing a variety of insurance and investment products and services.  Our entire team is committed to outstanding customer service; satisfaction is our number one priority. With three businesses under one roof, we have the experience to help work toward financial independence.

Roger Ford, RFC

Founder & CEO – Wealth Advisor

Roger has 30 years of experience in retirement income planning. After receiving his formal education from the University of Cincinnati, Roger started his own business in 1985 from the trunk of his car. He has successfully developed his business into what is known today as Conservative Financial Solutions (CFS), with assets over 100M under management. Roger is a Registered Financial Consultant (RFC) and obtained his certification through the IARFC, International Association of Registered Financial Consultants. He has passed the Series 6, 63 and 65 securities exams and is a licensed agent in Life, Accident and Health, and Property and Casualty. In addition to being the Founder and CEO of CFS, he is the owner of Siefferman Insurance and Harrison Tax Advisors. His vision to offer his clients financial services that may be needed all under one roof, was successfully realized in 2005 with the opening of the Harrison Financial Center (HFC). Today, HFC is home to Conservative Financial Solutions, Harrison Tax Advisors, and Siefferman Insurance.

Roger met and fell in love with the love of his life Carolyn in 1988. They were married in 1989 and together they have 5 children and one granddaughter. They have enjoyed raising their family and being a local business partner in the City of Harrison, Ohio. Outside of work, Roger enjoys spending time with his family, traveling with Carolyn, and keeping fit with his sons at the gym. You can also find Roger reading the latest financial articles and books in the comfort of his family and home with a yellow highlighter in his hand.

Spencer Ford

Chief Operating Officer – Wealth Advisor

Spencer received his Bachelor of Arts from the Cincinnati Christian University in 2012, and he continued his studies to obtain his Master of Arts in Counseling in 2015. Spencer is passionate about helping others to be their best, whether it is in their personal or financial life. This passion led him to Conservative Financial Solutions in January of 2016. He has passed the Series 65 Securities exam and holds his insurance license for Life and Accident and Health in the State of Ohio, which allows him the opportunity to advise clients on investments and retirement planning. He is delighted to work with clients and help them plan for their financial future. When he is away from the office, Spencer spends his time with family and friends, and also powerlifts.

Austin Ford

Director of Wealth Advising – Wealth Advisor

Austin received his Bachelor of Business Administration and a Professional Sales Minor from the University of Cincinnati in 2015. He continued his studies and passed his Series 65 securities exam and holds his Life and Accident and Health insurance license in the state of Ohio. Austin joined our team in June 2015 and plays an integral role at Conservative Financial Solutions. He enjoys working with clients and helping them create and implement conservative retirement plans, including coordination of Social Security benefits. In his spare time, he enjoys rebuilding and riding all-terrain vehicles. He also enjoys spending time with family and friends at his family farm.

Mason Remillard

Associate

Mason received his Bachelor of Business Administration specializing in Finance from Florida State University. He was born in Southwest Ohio and moved to the State of Florida at a young age with his parents and siblings. Throughout his childhood and early adulthood, he visited his grandparents and family in the Harrison area. While studying at Florida State, Mason completed an extensive internship with Conservative Financial Solutions which ultimately guided him in choosing a career in Finance. He currently holds his Life, Accident, and Health insurance license in Ohio and is actively working on obtaining his Series 65. In his current role as a Paraplanner, he assists the Wealth Advisors in preparing extensive case design for clients. Outside of work, he enjoys mountain biking and camping, clay shooting, traveling and hanging out with family.

Cindy Lea

Operations Manager

Cindy joined the Conservative Financial Solutions team in February 2016 as a Client Service & Account Representative. In July 2017 she moved into the role of Operations Manager. Cindy brings over 20 years of experience in customer relations and actively works in the day-to-day operations process including processing of applications and managing client accounts. She enjoys working directly with our clients and assisting them with any needs they may have. In her spare time, you will find Cindy spending time with her husband, family, and friends. She also enjoys traveling with her husband, Scott.

Karen Sutthoff

Account Service Representative

For the past 15 years, Karen has been a familiar face at Conservative Financial Solutions. In February 2018 she moved into the role of Account Service Representative. Karen brings over 20 years of business experience in the financial industry to CFS and is a Notary for the State of Ohio, all counties. Karen plays an active role in the day-to-day operations of CFS including the processing of applications and the management of accounts. She is always there with a helpful hand, and greatly enjoys working with clients and serving their needs. She is a devoted Cincinnati Reds Fan, a Rosie Red and a season ticket holder. Karen spends time volunteering and loves spending time with her husband and two sons especially at Great American Ball Park.

Jill Weiler

Account Service Representative

Jill received her Certificate in Medical Office/Billing in 2002 from Southern Ohio College. Her professional experience includes insurance billing, tax filing, bookkeeping, benefit enrollment, management of multiple physician accounts and payroll administration. Jill brings over 10 years of financial experience in billing and account management to CFS. Jill plays an active role in the day-to-day operations of CFS including the processing of applications and the management of accounts. Jill was born and raised in Harrison, OH, and currently resides in a small town in Indiana. In her personal time, Jill enjoys spending time with her family and friends, staying active outdoors, and being poolside in the summer.

Jessica Posey

Account Service Representative

Jessica received her Bachelor of Business Administration with an Associate Degree in Communication Arts from the University of the Cumberlands in 2012. She played soccer at the collegiate level for four years while maintaining her athletic and academic scholarships. Jessica began her professional career with a local financial services corporation which specializes in life insurance and annuities. During her tenure, she rapidly advanced to the role of an Elite Case Manager for the company’s top producing agents. At CFS, she is actively involved with the day-to-day operations through fulfilling account management responsibilities and the processing of applications. Jessica was born and raised in Harrison, Ohio and has remained in her hometown to raise her family. In her spare time Jessica enjoys spending time with her young daughter, family and friends as well as spending time outdoors. She also enjoys running in 5ks, 10ks and half marathons.

Tricia McEvilly

Client Service Representative

Tricia received her Associate Degree in Applied Science in Paralegal from the Academy of Court Reporting and her Bachelor of Arts Degree from the University of Phoenix. Since 2005, Tricia has actively worked in the tax and accounting industry. With over 13 years of experience in tax preparation and small business accounting, Tricia is a perfect fit for the operations team at Conservative Financial Solutions. In her current role as a Client Service Representative, Tricia is responsible for maintaining client’s annual appointments and reviews, along with a variety of other financial preparation services. Tricia and her husband Scott live in Ross with their five children and two grandchildren. She enjoys spending her free time at children’s sporting events, being outdoors with her family and friends, volunteering in the community, and reading.

Ashley Huckaby

Client Service Representative

Ashley received her Bachelor of Business Administration from the University of Cincinnati in 2012. She holds her Life, Accident and Health Insurance license as well as her Property and Causalty Insurance License in OH, IN and KY. Ashley joined our team in October 2017 and is responsible for assuring our client’s needs are met through the preparation of annual review analysis, the allocation of financial resources, along with a variety of financial preparation services. She now lives in Brookville, IN and enjoys traveling with Hank, working on their house built in 1847, and creating a life they don’t need a vacation from.

Jennifer Wessel

Marketing Manager

Jennifer received her Bachelor of Science degree in long-term health care administration with a Business minor from Ohio University in 1998. She has over 15 years of relevant experience in marketing and sales in the senior living and financial services industries and continues to keep actively certified as a licensed nursing home administrator by trade. Jennifer coordinates all marketing and public relations activities and executes the annual marketing plan. Jennifer is a Cincinnati native and has been a resident of the City of Harrison for over a decade. She actively volunteers and enjoys reading and spending time with her family and friends traveling, camping and hiking.

Carolyn Siefferman Ford

Bookkeeper

Carolyn has played a vital role at Conservative Financial Solutions (CFS) from the onset of the business. She is a Registered Nurse by trade, but left health care in 1995 to support Roger Ford, CEO (husband) and his businesses. She has been the strength behind the scenes. For the past 20 years, Carolyn has coordinated all of the bookkeeping for both CFS and Siefferman Insurance. Her passion has been in being a sounding board for the business and doing all of the measures needed to support the growth of CFS and the Harrison Financial Center. She keeps her RN licensure and medical skills current and participates regularly in mission trips to serve those less fortunate. Carolyn is a member of the Siefferman family, a native to the Harrison area for many generations. She thoroughly enjoys being outside and caring for her plethora of animals.

Terrie Walker

Administrative Assistant

Terrie received her Associates Degree in Business Administration from Ball State University. Her professional experience includes a wealth of knowledge in customer service and entrepreneurship. She joins us from the health care field where she started her own business to help cancer patients. She meets the needs of our clients daily by being the friendly voice on the telephone, assisting our teams in serving our clients and welcoming our friends and guests with a smile. In her free time, Terrie loves spending time with family and laughing with friends. She also enjoys being outdoors hiking and kayaking or just relaxing outside with a good book.

Brandy Marksberry

Administrative Assistant

Brandy received her Associates Degree in Paralegal Studies from Kentucky Career Institute in 2001.  In spring of 2017, Brandy joined the Conservative Financial Solutions team as an Administrative Assistant.  Throughout her career, she has been successful in the insurance and legal industries, including being a Legal Assistant and Legal Collector for a local Cincinnati Law Firm. At Conservative Financial Solutions, she plays a key role in welcoming our clients to their appointments and is the friendly voice you will hear when you call into the office.  Brandy and her husband Scott have been married for over 14 years and they have 4 children Madison, Mason, Mckenna and Myles.   She enjoys time spent with her family and friends and you’ll often find her volunteering within the community.   She also enjoys taking day trips and traveling with her family.

Siefferman Insurance

Kim Bush

Office Manager - Agent

Kim received her Associate of Science degree from the University of Cincinnati and has over 30 years of experience in the insurance business. Over 20 of those years have been spent under the Conservative Financial Solutions (CFS) roof with Siefferman Insurance. Kim holds her license for Property and Casualty as well as Life, Accident, and Health. Kim’s roles with the company are fulfilling the duties of Office Manager and operating Siefferman Insurance.  Her ability to remember names and faces goes a long way with our customers, and she will treat you like family. Kim spends time volunteering in her community and church. She also enjoys spending time with her family, friends and pets.

Donna Payne

Customer Service Rep - Agent

Donna has been in the insurance industry for 30+ years, and over 25 of those have been right here under the Conservative Financial Solutions (CFS) roof with Siefferman Insurance. Donna has her Property and Casualty license. She meets the demands of our industry by always being ready to help our clients and potential customers find the best policy for their needs. Along with Kim, she is there to greet you with a warm smile and a kind word. Donna enjoys spending time with her family especially her grandchildren, taking long walks, and traveling with her husband.


Harrison Tax Advisors

Darren Bowman

CPA

Darren has been a CPA since 1991, and has been working in the accounting field since 1984. He has extensive experience in business accounting, serving in various financial managerial positions for 15 years. Darren has extensive tax preparation experience for both businesses and individuals. Darren and his wife Lisa live in Harrison and have 2 sons.

Risa Dole

Accounting - Bookkeeping

Risa Dole is part of our growing team of accounting and tax professionals. Risa graduated as valedictorian of her class in 1984 and also has a degree in Accounting from the University of Cincinnati. She has over 10 years of tax preparation and small business accounting experience. Risa enjoys gardening, antiquing, and spending time at their farm with her wonderful family.

Paula Gorman

Accounting Assistant

Paula received her Associate Degree in Accounting in 2010 from Ivy Tech. She is currently working on her Bachelor of Science degree in Accounting at Franklin University. Her previous professional experience includes bookkeeping, accounting services and payroll administration.  Paula actively meets the needs of our clients by performing payroll and accounting services along with assisting in the completion of filing tax returns. She is a resident of Lawrenceburg, Indiana and adores being a mother to her 7 year old daughter. In her spare time, she enjoys backyard volleyball and cookouts with family and friends.

Mary Beth Gandy

Staff Support

Mary Beth is a graduate of Harrison High School and Xavier University. Mary Beth supports the accounting staff during tax season where she prepares the returns, contacts and meets with the clients. She also provides assistance in the office by answering the phones, copying and document scanning.

Mary Beth is married to Todd and they live in Harrison.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@go2cfs.com or call us at 513.367.1113 today!

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Who We Are / Our Focus
Meet Roger Ford

Roger Ford and the Conservative Financial Solutions Team are committed to helping their clients work toward their financial goals.

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Resources

Our financial strategies use insurance and investment products, such as annuities, to help you pursue financial goals.

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Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and Conservative Financial Solutions are not affiliated companies. AEWM and Conservative Financial Solutions are not affiliated companies.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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