Tabatha, one of our client relationship managers, brings 15+ years’ knowledge in the financial industry. She is focused on ensuring our office runs effectively and efficiently by providing valuable support to our clients. Tabatha manages a wide array of duties including preparing reports, processing estates, annual reviews, managing client accounts and assisting with our team’s marketing efforts.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough
responses to each of their requests, and is committed to providing client-focused
Tabatha attended Northern Kentucky University and excelled in cross country and track. Originally from northern Kentucky, Tabatha currently lives in Cincinnati, Ohio, with her husband, Mark, and children, Jayda and Cameron. In her free time, Tabatha enjoys spending time with her family and friends and attending her daughter’s sporting events.