4555 Lake Forest Drive
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Senior Managing Director / Principal / Portfolio Manager
John M. Brueggeman grew up in Cincinnati, OH and attended Archbishop Moeller High School before graduating from Xavier University with a Bachelor of Science in Business Administration in 1992. Starting a small construction business...
Senior Managing Director / Investment Consultant
Michael Rawlings is registered as a General Securities Representative, Series 7, 66 with LPL Financial and is appointed in Resident Major Lines; Accident & Health, Life and Variable insurance products. Mr. Rawlings has been active in...
Vice President / Wealth Manager
Linda began her career in the financial services industry in 1998 and is a well-established and highly regarded wealth manager. Working with the Viceroy Wealth Counsel team, she has experience in asset management and retirement...