513.367.1113Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
MEET THE TEAM
The team behind Conservative Financial Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
PRINCIPAL ADVISORS
Roger Ford, RFCFounder & CEO
Wealth Advisor
Roger Ford, RFC
Founder & CEO – Wealth Advisor
Roger has over 30 years of experience in retirement income planning. After receiving his formal education from the University of Cincinnati, he 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 over $100 million of assets under management.
Roger is a Registered Financial Consultant (RFC) and obtained his certification through the International Association of Registered Financial Consultants (IARFC). 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 insurance. In addition to being the founder and CEO of CFS, he is the owner of Harrison Tax Advisors.
Roger met the love of his life, Carolyn, in 1988. They were married in 1989 and have five children and two granddaughters. They have enjoyed raising their family in Harrison, Ohio, and being a local business partner in the tri-state area.
Spencer Ford, CFP®Chief Operating Officer
Wealth Advisor
Spencer Ford, CFP®
Chief Operating Officer – Wealth Advisor
Passionate about helping others be their best, Spencer Ford has built his career on helping clients build more stable retirements. He holds a Bachelor of Arts from Cincinnati Christian University as well as a Master of Arts in counseling. This passion for helping others led him to Conservative Financial Solutions.
Spencer has completed extensive training and met rigorous ethical experience requirements in order to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation. He also has passed the Series 7 and 65 securities exams and is a licensed insurance agent in Ohio. His designations allow him the opportunity to advise clients on both investments and retirement income planning. Spencer is delighted to work with clients and enjoys helping them plan the right track to pursue their ideal retirement lifestyles.
Austin FordDirector of Wealth Advising
Wealth Advisor
Austin Ford
Director of Wealth Advising – Wealth Advisor
Austin received his Bachelor of Business Administration with a minor in professional sales from the University of Cincinnati in 2015. He continued his studies and passed his Series 65 securities exam and holds his life, accident and health insurance license in the state of Ohio. Austin joined the CFS team in June 2015. 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 as well as spending time with family and friends at his family farm.
STAFF
Cindy LeaOperations Manager
Cindy Lea
Operations Manager
Cindy joined the Conservative Financial Solutions team in February 2016 as a client service and 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 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 family, friends and her husband, Scott, with whom she also enjoys traveling.
Karen SutthoffAccount Service Representative
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) and holds her Ohio life, accident and health insurance license. Karen plays an active role in the day-to-day operations of CFS, including processing applications and managing accounts. She is always there with a helpful hand, and she greatly enjoys working with clients and serving their needs.
A devoted Cincinnati Reds fan, Karen is a Rosie Red and a season ticket holder. She enjoys volunteering and loves spending time with her husband and two sons, especially at Great American Ball Park.
Jill WeilerAccount Service Representative
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 plays an active role in the day-to-day operations of CFS, including processing applications and managing accounts. Jill was born and raised in Harrison, Ohio, and currently resides in a small town in Indiana. She enjoys spending time with her family and friends, staying active outdoors and being poolside in the summer.
Jessica PoseyAccount Service Representative
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 that 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, she 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 McEvillyClient Service Representative
Tricia McEvilly
Client Service Representative
Tricia received her associate of applied science degree in paralegal studies from the Academy of Court Reporting and her Bachelor of Arts from the University of Phoenix. Tricia has actively worked in the tax and accounting industry since 2005 and holds her life, accident and health insurance license in the state of Ohio. Her experience in tax preparation and small business accounting has made her 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 clients’ annual appointments and reviews, along with a variety of other financial preparation services.
Tricia and her husband, Scott, live in Ross, Ohio, with their five children and two grandchildren. Tricia enjoys spending her free time at children’s sporting events, being outdoors with her family and friends, volunteering in the community and reading.
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Leslie GallagherMarketing Assistant
Leslie Gallagher
Marketing Assistant
Leslie joined Conservative Financial Solutions in September 2018 as a marketing assistant. She spent the bulk of her career in television advertising. Most recently, she worked in the field of financial services as a client support assistant. The combination of the two industries affords her the opportunity to bring a unique marketing perspective to Conservative Financial Solutions. Leslie introduces potential clients to our Wealth Advisors through seminars, in the hopes of helping them with their retirement and investment needs. As part of the CFS marketing team, she works alongside the other members in coordinating all marketing and public relations activities. She and her husband, Sean, live on the west side of Cincinnati and together they have five children and two dogs. She enjoys working out and volunteering through her church, and she owns a small furniture refinishing business.
Carolyn Siefferman FordBookkeeper
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 the health care field in 1995 to support her husband, Roger Ford (CEO), 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 taking 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, native to the Harrison area for many generations. She thoroughly enjoys being outside and caring for her plethora of animals.
Terrie WalkerAdministrative Assistant
Terrie Walker
Administrative Assistant
Terrie received her associate degree in business administration from Ball State University. Her professional experience includes a wealth of knowledge in customer service and entrepreneurship. Terrie 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 MarksberryAdministrative Assistant
Brandy Marksberry
Administrative Assistant
Brandy received her associate degree in paralegal studies from Kentucky Career Institute in 2001. In spring 2017, she 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 Cincinnati law firm. At CFS, she plays a key role in welcoming our clients to their appointments and is the friendly voice you will hear when you call the office. Brandy and her husband, Scott, have been married for over 14 years and have four children, Madison, Mason, Mckenna and Myles. She enjoys spending time 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.
Sara Miller
Administrative Assistant
Sara Miller
Sara joined the Conservative Financial Solutions team as an administrative assistant as of June 2019. At CFS, she plays a key role in welcoming our clients to their appointments and is the friendly voice you will hear when you call the Lawrenceburg office. She enjoys spending time with her daughter, family, and friends. Sara also enjoys taking day trips and traveling with her family and close friends. Sara and her daughter are active in both Girl Scouts and Cub Scouts; they enjoy being outside camping, exploring, designing arts and crafts, and being girly.
Ashley Munt
Office Manager
Ashley Munt
Ashley has worked in the financial services industry since 2015 and joined Conservative Financial Solutions in June 2019 when her previous employer was purchased by CFS. Ashley is working towards her degree in business management and plans to obtain her securities licenses. Ashley is the office manager for the Lawrenceburg location and plays an active role in the day to day operations of CFS. In her spare time, you will find Ashley spending time with her three sons, family, and friends. Ashley enjoys spending time at her children’s sporting events as well as traveling with her children.
STRATEGIC PARTNERS
Kim BushOffice Manager - Agent
Donna PayneCustomer Service Rep – Agent
STRATEGIC PARTNERS
Darren Bowman, CPA
Director
Risa Dole Operations Manager - Accountant
Luke Bowman Staff Accountant
Paula GormanAccounting Assistant
Heather Hoerst Marketing Specialist
Tina JensenStaff Accountant
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.