Providing financial insights that enable business owners & entrepreneurs to make informed decisions with their money ... I consult with business owners / founders and other busy professionals to facilitate informed financial decisions - helping them with challenges that range from valuing and selling their business to minimizing taxes - unlocking energy and time that they would prefer to spend accomplishing their professional and family goals. Effective executives recognize that successful organizations require long-term, strategic thinking. When it comes to personal wealth management, the process is no different. As co-CEO of your family, its incumbent upon you to define your financial goals and take steps to achieve them. What can MCF do for you? - Ensure your family benefits from an effective financial and estate planning process - Minimize taxes - Maximize the impact of your charitable gifts - Help Maximize the value of your business If you would like to discuss a 2nd Opinion, feel free to contact me at (859) 392-1376 or asathe@mcfadvisors.com ABOUT ME: I have been with MCF for almost 10 years, serving as a Consultant within our Wealth Management division. My undergraduate degree in Finance (with a 2nd major in Philosophy) is from the University of Notre Dame, and later, an MBA from the Kelley School of Business at Indiana University. Career has included stops in commercial real estate as well as investment banking. I am also highly engaged in the local community, serving on multiple boards including Connetic Ventures, the UC Economics Center, UpTech, and the Cincinnati Golfers for Charity. DISCLAIMER: The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. 