WEALTH MANAGEMENT
You deserve a financial plan that fits your unique needs.
With LCNB Wealth, our aim is to identify the best strategies for growing your wealth, safeguarding what you've built, and ensuring your legacy is set to pass on the future generations.
Contact Us Today +You deserve a financial plan that fits your unique needs.
With LCNB Wealth, our aim is to identify the best strategies for growing your wealth, safeguarding what you've built, and ensuring your legacy is set to pass on the future generations.
Contact Us Today +Our approach is focused on you. Your needs. Your goals. Your plan.
By keeping our client base limited and concise, we can work closely with you. Personal relationships matter to us. It's important for our clients to know that we are accessible whenever they need us.
LCNB Wealth's experienced team is ready to help you.
Michael R. Miller, J.D., CFP
EVP, Chief Wealth Officer & Director of LCNB Wealth
(513) 932-1414 ext. 59101
mmiller@LCNB.com
Bradley A. Ruppert, CFA
Executive Vice President & Chief Investment Officer
(513) 932-1414 ext. 59105
bruppert@LCNB.com
Joshua A. Shapiro, J.D., CFP, NSSA
SVP, Trust Officer & Director of Trust Services
(513) 932-1414 ext. 59104
jshapiro@LCNB.com
Jacqueline A. Manley, J.D., CFP
SVP, Wealth Counsel & Director of Trust Tax Services
(513) 932-1414 ext. 59107
jmanley@LCNB.com
Christopher E. Robinson, CIMA
Vice President & Wealth Investment Officer
(513) 932-1414 ext. 59106
crobinson@LCNB.com
Brady Fening
VP, Wealth Compliance Officer & Director of Financial Planning
(513) 932-1414 ext. 59102
bfening@LCNB.com
Izabela Camacho
Assistant Vice President & Trust Officer
(513) 932-1414 ext. 59111
icamacho@LCNB.com
Erin Hawk, CFA, MBA
Assistant Vice President & Wealth Investment Officer
(513) 932-1414 ext. 59207
ehawk@LCNB.com
Gina Lodge, J.D.
Assistant Trust Officer & Trust Administrative Associate
(513) 932-1414 ext. 59116
glodge@LCNB.com
Michael Nusbaum, MBA
Vice President & Wealth Technology Officer
(513) 932-1414 ext. 59109
mnusbaum@LCNB.com
Shaye Wynn
Assistant Trust Officer & Trust Administrative Associate
(513) 932-1414 ext. 59203
swynn@LCNB.com
Traci A. Hammiel
Assistant Trust Officer & Operations Associate
(513) 932-1414 ext. 59205
thammiel@LCNB.com
Amanda Luman
Assistant Trust Officer & Trust Operations Associate
(513) 932-1414 ext. 59202
aluman@LCNB.com
Unparalleled Focus on You
You’ll never have to wonder if we’re thinking about your account between meetings. We allow our professionals to keep a small account load, so they can give your strategy the attention it deserves.
Your Success Is Our Success
Your best interests are our top priority. We won’t sell you something you don’t need or compromise momentum toward your goals. Our fee structure is very competitive, if not lower than other providers.
Our custom-built strategies center around the foundational tenets of LCNB Wealth.
We use these core areas of wealth management as a starting point and tailor them to meet your specific financial needs.
Plan for the future
Do your assets serve a greater plan for the future? We'll help you get the most out of your assets today, so you can get even more out of them tomorrow.
Short-term
Life happens fast, and you need to access your investments immediately. We’ll help find profitable places to park your cash without restricting your access.
Long-term income
If you have substantial savings that you won’t need in the near future, we’ll show you how to save smarter with long-term, growth-minded tools and techniques.
Credit
When it comes to tackling or utilizing debt, you have to have a plan. Our team will work with you to create a strategy for your debt concerns.
Legacy
Plan your estate so that your voice will be heard after you’re gone. We’ll help manage your assets and create a plan for their distribution to your family and charities.
Protection
Find the right insurance to guard against the unknown, so you can build your wealth with confidence and peace of mind.
LCNB Trust and Asset Management Services
Our fiduciary experts work with you and your other professional advisors to bring your current assets and investments into harmony. We tailor our Trust and Asset Management services to your preferences in order to help create your unique family legacy.
See Trust Services +LCNB Investment Advisory Services
You’ve worked hard for what you have. Our team is committed to handling your investments with the utmost care, listening to you about your goals and preferences to build an investment playbook that meets your objectives.
See Investment Services +