John Kilcoyne and his team have a wealth of experience helping, educating and empowering clients – people just like you – to work toward their long-term investing goals. When you choose John as your financial advisor, you also get the support of his experienced, responsive team. Clients turn to John and his team for their financial expertise, comfortable manner and client-first attitude.
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 – positives, negatives, risks and more – before making their decision. Clients appreciate that John is never heavy-handed in his advice; instead, he helps them “think things through.”
He starts with the goal of gaining an understanding of his clients’ unique needs as well as their personal and financial goals. The end result is a recommendation created to fit their goals and address their needs.
John is Dave Ramsey’s SmartVestor Pro in the Cincinnati and Dayton area for his expertise in retirement, college savings and other investments. He has been part of the Dave Ramsey program since 2006, serving more than 200 individuals, couples and families seeking financial guidance. John 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, and has the interpersonal skills that are so important when working with clients. A hard worker who is dedicated to his profession, John holds both CPA and CFP® professional credentials. He has been named a Five Star Wealth Manager in Cincinnati Magazine, 2012-2018*.
A graduate of the University of Notre Dame, John is a native Cincinnatian and resides in Mt. Lookout.
*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 the finalist list of 2012, 2013, 2014, 2015, 2016, 2017, and 2018 Five Star Wealth Managers.
Bethany believes that each client, regardless of their age or net worth, should feel valued by their financial advisor. She works to ensure that clients – as well as prospective ones – feel confident in the decisions they make in their financial lives. Open communication is a key to keeping clients informed, comfortable and pleased with their investment guidance. Clients, as well as the rest of the team, appreciate her attention to details and her sense of urgency in getting things done.
Bethany graduated from Butler University in 2003, with a degree in Finance. She was an intern at Bohmer Kilcoyne Wealth Management during college and joined the firm in 2009. Bethany holds the Certified Investment Management Analyst® certification, administered by the Investment Management Consultants Association® and taught in conjunction with the Yale School of Management. She has also earned her Series 7 registration held with LPL Financial and 66 registration held with LPL Financial and Bohmer Kilcoyne Wealth Management. Bethany was named a Five Star Wealth Manager* in Cincinnati Magazine for 2017 and 2018. She worked previously as a mortgage broker and financial analyst.
She resides in Pleasant Ridge with her husband and two dogs, Penny and Lucy.
*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 the finalist list of 2017 and 2018 Five Star Wealth Managers.
Sheila has an impressive amount of experience with Dave Ramsey’s programs. Since 2006 she has supported John Kilcoyne, a SmartVestor Pro, serving more than 200 individuals, couples and families seeking financial guidance.
Over the years, Sheila 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’s goal is to provide unmatched customer service, so she 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 is a graduate of Thomas More College and resides in Fairfield with her husband, Mike, two daughters and Greyhounds Charlee and Misty. She enjoys travel, gardening, and watching college and professional sports.