Team of Experts FINAL 1

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Team of Experts FINAL 1 Powered By Docstoc
					                                Our Team of Experts

                  Ken Byers, CLU, ChFC: Mr. Byers is President of Ken Byers & Associates, a full service
                  financial services firm based in Madeira. Ken created this independent fee-based
                  advisory firm in the early 1980’s, with a focus on helping his clients build and preserve
                  wealth. His clients and their families value the firm’s advice, creativity and
                  implementation of various financial concepts. The firm assists families in the areas of
                  retirement and wealth transfer planning to name just a few. Mr. Byers currently serves on
                  the boards of the local NFL Alumni and the United Way, and is a member of the Board of
                  Advisors of the Arthritis Foundation Ohio River Valley market. He is the Major Gifts
Committee Chair and also a member of the Investment Committee. Ken played professional football from
1962- 1967 including the New York Giants when they were division champions in 1962 and 1963, and
continues to be a lifelong supporter of his Cincinnati Bearcats.

  Patricia L. McMahon, RN, MSN, NP: Ms. McMahon is the Dean of Academic Affairs at
 the Good Samaritan College of Nursing and Health Science. In addition, she works as a
  nurse practitioner at a local rheumatology practice, helping those with arthritis better
manage their disease. Pat was diagnosed with rheumatoid arthritis (RA) as a student at
     the College of Nursing at The Ohio State University. In spite of the challenges in RA
      treatment 30 years ago, her commitment to the field of nursing turned into a long
career as a nurse, educator and mentor. Ms. McMahon serves on the Board of Advisors
     of the Arthritis Foundation Ohio River Valley market for thirteen years and recently
    assumed the role of the regional Mission Committee Chair, Great Lakes Region. Pat has also been active in
 unique programs of the AF including pilot programs for Just Diagnosed RA and a public education program in
 2011, Let’s Talk RA Town Hall event.

                 John Posey: Mr. Posey is the Wealth Management Director of Stock Yards Bank and, in that
                 role, manages the Wealth Management efforts for Cincinnati. He has extensive background
                 implementing sophisticated investment strategies for high net worth individuals,
                 corporations, foundations, and endowments. John has received various awards throughout
                 the years based on investment performance, service and excellence. Mr. Posey has over 10
                 years on industry experience. He has a Bachelor’s degree from the University of Cincinnati.

  William F. Russo, JD: Mr. Russo is a Shareholder/Partner at Katz, Teller, Brant & Hild. His
        law practice is concentrated in business and succession planning for family business
       enterprises. He emphasizes the proper use of the latest tools and techniques to shift
       wealth to succeeding generations at the lowest possible transfer tax cost. Mr. Russo
             addresses a variety of matters relating to family business enterprises, including
 formational, organizational structure, and buy/sell issues from both a business and family
context. For over ten years, Mr. Russo has been honored with a listing in The Best Lawyers
  in America, published by Woodward/White; in 2005 was recognized as one of Ohio's Top
     100 Super Lawyers by Law & Politics Media; and was recently voted by his peers as Greater Cincinnati "Tax
                Lawyer of the Year" for 2011. Mr. Russo is very active in a number of community organizations.

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