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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, Siefferman Insurance and Trenz & Knabe Co., LPA.

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.

Dawna N. Thomas

Operations Manager

Dawna received her Bachelor of Science degree in Business with a minor in Decision Sciences from Miami University and has over 20 years of experience in the financial industry. She is a licensed Life, Accident, and Health agent, a licensed Property and Casualty agent and a Notary for the State of Ohio, Hamilton County. Dawna has been with Conservative Financial Solutions for over 15 years and enjoys managing the operations of the business, including establishing and managing client accounts, customer service, and operational administration. Dawna is a Harrison native and she likes working in her hometown community. When not at the office, she enjoys being poolside, boating and spending time with her husband and 2 children.

Cindy Lea

Financial Account Representative

In February 2016, Cindy joined the Conservative Financial Solutions team, bringing over 20 years of experience in customer relations with her. Cindy plays an active role in the day-to-day operations including the processing of applications and managing 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 volunteering and spending time with her husband, family, and friends. She also enjoys traveling with her husband, Scott.

Karen Sutthoff

Client Service Specialist

For the past 15 years, Karen has been a familiar face at Harrison Financial Center, most specifically at Conservative Financial Solutions. Karen currently serves as a Service Specialist for CFS, maintaining client’s annual appointments and reviews.  She has been in this specific role for the past 10 years.  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 is responsible for the rolling annual calendar at CFS and keeps everyone on target. 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.  She loves spending time with her husband and two sons especially at Great American Ball Park.

Jill Weiler

Client 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 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. 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.

Jennifer Wessel

Marketing Coordinator

Jennifer received her Bachelor of Science degree in long-term health care administration with a Business minor from Ohio University in 1998. She is a licensed nursing home administrator by trade, but has 15 years of relevant experience in marketing and sales in the senior living and financial services industries.  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 the past few years.  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.

Carla McKnight

Administrative Assistant

Carla received her Associate Degree in Office Management in 1991 from Cincinnati State. Her professional experience includes being a legal assistant to various partners and associates of a prominent law firm as well as an administrative assistant to the executives a world-renowned manufacturing company. She was also a full-time homemaker for 11 years to her four children. Carla meets the needs of our clients daily by being the friendly voice on the telephone, addressing correspondence, and providing support to the operations team members. She is one of the first people you will see when you visit our office. Always staying active, she enjoys spending time with her children, participating in church activities, working on studies, fancies some writing, and volunteers her time at school and sporting activities.

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.

Tricia McEvilly

Accountant

Tricia has an Associate degree in Paralegal studies and a Bachelor degree in Early Childhood Development. She has been working in the tax and accounting industry since 2005, with over 10 years of experience in tax preparation and small business accounting. Tricia and her husband Scott live in Ross with their four children. Tricia enjoys spending her free time at children sporting events, volunteering in the community, and heading the Fairfield Relay for Life.

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.

» Learn More About Our Team
Resources

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

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Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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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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