Realize Wealth Management
Jim started his business in 2008 after graduating Miami University. He genuinely enjoys helping clients with their overall tax-efficient strategy and working through their financial puzzle.
Jim married his wife, Emily in 2013 and lives in White Oak with their three sons, James, Franklin, and Eddie. Jim is passionate about creating a better community and spends his free time volunteering with CISE, DePaul Cristo Rey High School and serving on the board for NAMI Philadelphia, Community Matters and Elder High School.
He is also an avid Cincinnati sports fan. You can find him cheering in the stands at Cincinnati Reds, Xavier University, University of Cincinnati, and Cincinnati Bengals games. Jim also plays starting quarterback for the “Backyard Bengals” with his three boys.
Matt graduated from Miami University with a major in Quantitative Economics and minors in Mathematics and statistics. He started his busines in 2005 and enjoys helping clients manage their finances more efficiently.
Matt likes to have FUN both in and outside of the office. He has been married to his wife, Kristin, since 2012 and currently reside in Mt. Lookout with their three children, Zachary, Allison, and Abigail. They enjoy taking in all that Cincinnati has to offer, but when they aren't out and about you can find them having a good old-fashioned dance party in their living room.
Matt has been involved with Give Back Cincinnati since 2008 and oversees their biggest event, Paint the Town. In addition to volunteering with Paint the Town, Matt enjoys coaching swimming and watching the kids grow and develop throughout the years. He has been a swim coach since he was 18 years old, starting with summer swim teams, including Clinton Hills Swim Club and Overhill Swim Club, and currently, he is a volunteer assistant coach at Elder High School.
He graduated from the University of Michigan with Honors in 1983 with a B.A. in Organizational Theory and Business. In 1986 he earned a Master’s in Business Administration (MBA) from the Indiana University Kelley School of Business.
Mark joined the company after being introduced by his uncle, Jerry Klein who was an Advisor for over 55 years.
Mark Klein creates customized financial plans enabling clients to reach their financial goals. He particularly enjoys working with retirees, professionals, executives, and business owners. Mark acquired the CERTIFIED FINANCIAL PLANNER™ and RETIREMENT INCOME CERTIFIED PROFESSIONAL ™ certifications because he wanted to use his advanced financial planning skills to help others reach their financial goals.
Kristin is a graduate of Miami University with a B.S. in Accounting. Prior to joining the firm in 2017 to work alongside her husband, Matt, she spent time in public accounting and corporate finance which allowed her the opportunity to gain thorough understanding of overall business operations.
Kristin finds joy in helping others, both inside and outside the office. While not in the office, you can find Kristin chauffeuring one or all of her three children to their various extracurricular activities, rocking her “Fun Mom” shirt, and being their number one fan.
Shane has been in the financial services industry since 1997 and is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor of Science in Business Management, magna cum laude from Mount St. Joseph University.
Shane lives in Fairfield Township with his wife, Becky, and their two sons, Ty and Will. Outside of work, he enjoys golfing with friends, traveling, reading, and rooting for the Bengals, Reds, and the University of Cincinnati Bearcats.
Shane is active in his church and also volunteers at St. Joseph Home, a non-profit that provides residential, day programs, and respite for children and adults with severe to profound developmental disabilities.
Rebekah is a graduate of Northern Kentucky University where she earned a Bachelor of Science in Finance and two minors in Business Administration and Human Resources. Before joining the firm in 2019, she interned with Fidelity Investments and worked full time as a personal banker to get a deeper understanding of the financial industry from different aspects.
Rebekah believes the greatest joy comes from serving her community and enjoys volunteering with her family. In her spare time, Rebekah loves to play games with her family, read, and try new recipes.
Jennifer has served in the financial industry for over 10 years. Before joining our firm in the fall of 2021, she worked for 2 years in Wealth Management at US Bank in an Associate role for multiple teams. She started her career at First Investors in 2009 with a desire to help people and has learned the ins and outs of what it takes over the past decade.
Jennifer gets the greatest satisfaction from serving her family and community. Jennifer serves with her church at Gospel City Mission, raises money for various research foundations, and loves to spend time with her children.
Susan has served in the financial industry since 2010 and has a Life and Health Insurance License and Series 6 & 63 Investment registrations.
Susan is passionate about her family. She grew up in Indiana and is married to Mike. She has one son named Adam.
Sharyn has been with our firm since 2004. Her primary focus is assisting clients with their insurance needs. Her responsibilities include scheduling meetings, helping clients with the application process as well as assisting them with their servicing questions. Sharyn has a Life and Health Insurance License and is a licensed notary.
Sharyn is married to Kevin, and together they have two children (Chase and Jordan), two grandsons (Lucas and Elijah) and a granddaughter (Everly). In her free time, Sharyn enjoys spending time with her family and is an avid sports fan. You can find Sharyn and her husband at numerous local high school football, basketball, and other sporting events.
Heather joined our firm in 2020 with a passion to help others. Heather has her Life and Health Insurance License while her primary focus is assisting clients with the insurance process from the start of an application through the underwriting and approval stage. Heather’s additional responsibilities include scheduling appointments and providing advisor support by helping clients with servicing needs. Heather’s role allows her to help others grow and prosper in their financial goals.
Throughout the year, Heather volunteers with friends and family at local organizations within the Cincinnati area. During the Spring/Summer you will find Heather cheering on the Reds and traveling to other MLB ballparks. Traveling is in her soul and she enjoys exploring new destinations and taking on new adventures. Heather is a dog mom and Aunt to 3 nephews and 2 nieces.