Our Team

Your trusted guides on life’s financial journey

Our Team of Trusted Advisors

Our Team Photo

Andi Giordullo

Director of Business Administration
Joy Lawrence
Director of Client Services
Barbara Lyon
Director of Quality Control
Bill Lyon, CFP®, CAP® MSFS
Vice President of Thought Leadership
Bob Nienaber, JD, ChFC®
President- Advisory Services and Wealth Advisor
Stacey Nienaber, JD
Director of Client and Professional Relationships
Tony Nienaber
Vice President-Benefits and Financial Services Professional
Josh Polkow
Director of Analytics

The Resources Behind Our Team

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Nautilus Group services are available through William Lyon, Member Agent, The Nautilus Group® is a service of New York Life Insurance Company.

Ash Brokerage is a privately owned family-operated insurance brokerage general agency. Ash provides us with a variety of products and support for life insurance, long-term care, disability income, and annuities. Our relationship with Ash supports our mission to provide our clients with objective solutions to suit their individual needs.

4357 Ferguson Drive, Suite 240
Cincinnati, OH 45245
Phone: (513) 753-9966

Toll Free: (800) 875-5966
Fax: (513) 753-1790

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