THERE’S A TEAM OF PROFESSIONALS
WORKING TO PURSUE YOUR GOALS.
As a client of Bohmer Kilcoyne Wealth Management you will interact with several
members of the team, each bringing personal attention to you and your financial goals.
Michael S. Bohmer
Principal, Wealth Advisor
Mike’s practice is founded on straightforward commitments: Do everything in the absolute best interest of the clients; make complicated issues easy for clients to understand; always remember that the most important part of a conversation is what the client has to say. Because he offers no propriety investment products, his advice is objective and in the client’s best interest.
Mike understands risk management, having faced two severe bear markets since entering the wealth management field in 1995, and that builds confidence among his clients. One component of Mike’s practice focuses on medical professionals, coordinating and managing the varied – and often complex – segments of their financial life.
A graduate of the University of Notre Dame, Mike and his family reside in Hyde Park.
John M. Kilcoyne
Principal, Certified Public Accountant,
Certified Financial Planner®
John recognizes the responsibility that comes when people entrust their financial health to him. So, with the heart of a teacher he always makes certain that they understand every side of a financial recommendation. Clients appreciate that John always helps them “think things through.”
John is Dave Ramsey’s SmartVestor Pro in the Cincinnati area. He has been part of the Dave Ramsey program for more than 10 years. He shares Dave’s philosophy that eliminating debt and investing for the long term is the best way to build wealth and prepare for retirement.*
In the financial services business for more than 20 years, John has a solid knowledge of the technical elements of financial planning and investing. He holds both CPA and CFP® Professional credentials. He has been named a Five Star Wealth Manager** in Cincinnati Magazine each year since the award has been given, 2012-2017.
A graduate of the University of Notre Dame, John resides in Mt. Lookout.
*Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Bohmer Kilcoyne Wealth Management or LPL Financial.
**The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on a final list of 2012-2017 Five Star Wealth Managers.
Bethany Bohmer Huffman
Certified Investment Management Analyst®
Bethany believes that each client should feel valued by their financial advisor. She works to ensure that clients – and prospective ones – feel confident in the decisions they make in their financial lives. She provides attention to details and sense of urgency in getting things done.
Bethany graduated from Butler University with a degree in Finance. She holds Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with the Yale School of Management. She also earned her Series 7 registration held with LPL Financial and 66 registration held with LPL Financial and Bohmer Kilcoyne Wealth Management.
She and her husband reside in Pleasant Ridge.
Mary Bohmer Herrington
Certified Financial Planner®
Mary’s objective is to help clients and their families think about, prioritize and pursue their financial goals. She makes her clients’ priorities and objectives explicit – both to themselves and their spouses – and to integrate these goals with effective investment tools to pursue them.
Her comprehensive investment planning integrates clients’ goals with their lives, taking into consideration a broad range of “real-life” situations that affect financial position, such as planning for retirement, college savings, estate planning and charitable contributions.
During a 10-year career in Finance at Procter & Gamble, Mary developed valuable proficiencies which she utilizes with each of her clients: financial analysis skills, decision-making capability and long-term strategic planning acumen. Her clients include P&G employees and alumnae, international families and women who have started their own businesses. P&G clients benefit from her experience with P&G compensation and retirement plans, including stock options.*
Her boutique practice, with investing for women as a particular niche, allows her to serve few clients extremely well.
Mary earned a degree in Economics from the University of Notre Dame. She lives in Cincinnati with her husband, Martin, and their three children. She serves as Treasurer for Children’s International Summer Village for Cincinnati.
*P&G has been listed here based on the objective criteria that Mary and many of Mary’s clients are current or former employees with the company. It is unknown whether the listed clients approve or disapprove of the investment advisory services provided.
Betsy Hampel
Practice Manager
Committed to providing outstanding service, the firm relies on Betsy’s skills in client service. She is available to help address any problem or answer any question, always in a timely, friendly manner. Betsy has the “go to” resources that are helpful in addressing even the most complex situations.
Betsy provides dedicated assistance to the clients, as well as to their professionals, such as CPAs and estate planning attorneys. Betsy holds a Series 6 securities registration with LPL Financial and also holds a life & health license.
Betsy and her husband reside in Mason, OH.
Sheila Maraan
Practice Manager
Sheila is a familiar face at Bohmer Kilcoyne Wealth Management, joining the practice in 2001. Over the years, she has built solid, long-term relationships with clients based on her willingness to go the distance for each of them. Her attentive, responsive service will always make you feel as if you are the firm’s most-valued client.
Sheila recognizes the importance of quick response and makes it her mission to be timely in her communication with clients — answering questions, providing information and managing the signing and submission of documents. She holds a Series 6 securities registration with LPL Financial.
Sheila and her family reside in Fairfield.
Kelsey Combs
Practice Manager
Kelsey is a believer in the importance of open communication and transparency, both critical skills in her supportive role as practice
manager for Bethany Huffman. With a can-do attitude, Kelsey welcomes questions and requests from clients. Through her commitment to details and getting things right the first time, she helps ensure that Bethany’s clients can invest with confidence.
Kelsey is a graduate of Mt. Saint Joseph University. She lives in Ft. Thomas, KY, with her husband and young son.
William R. Muething
Client Services Associate,
Certified Financial Planner®
Will joined the firm in January 2018. After graduating from Xavier University in 2015 with a marketing degree, he took initial steps in establishing a career in the financial services industry. Focused on building his skillset, Will earned certification as a CFP® professional shortly
after joining the firm. In addition to CFP® certification, he holds both a Series 7 and 63 securities registration with LPL Financial.
Will is a native of Cincinnati, but currently resides in Covington, Kentucky.
Diane Catanzaro
Operations Manager
Diane joined Bohmer Kilcoyne in the newly created position of Operations Manager, a hybrid role that entails such areas as technology, building management and supportive services. Her goal is to assume tasks so the financial advisors and practice managers can focus solely on serving clients. A graduate of Clayton State University, Diane brings to the role 20 years of expertise, domestically and internationally, in technology, CRM administration and data governance. Her previous employers include the United States Department of Defense and the Cincinnati USA Convention & Visitors Bureau.
Diane and her family reside in Monfort Heights.