KEHOE FINANCIAL - Key Persons
Job Titles:
- Certified Financial Planner
Erin Savage-Weaver is a Certified Financial Planner™ Professional at Kehoe Financial Advisors.
Erin works with individuals to educate, develop, and execute tailored financial planning strategies, including Social Security strategies, along with tax, retirement, investment, and estate advice. With over 16 years in Wealth Management, Erin has a passion for partnering with her clients to ensure that they achieve their financial goals.
In addition to earning the CFP® designation, Erin has earned her Series 7 General Securities Representative and the State of Ohio Life, Health, and Variable Annuity license.
Erin earned a bachelor's degree from the University of Cincinnati in Criminal Justice. She has also received her Executive Certificate in Financial Planning from Xavier University.
Prior to UC, she attended Walnut Hills High school.
Erin serves her community by volunteering with the Junior League of Cincinnati and for her son's various school and sports organizations.
She is also a member of the Alumni Associations of Tau Beta Sigma and the University of Cincinnati Marching Band.
Erin resides with her husband Scott, her son, Jack, and a small menagerie (2 dogs and 2 cats) in Fairfax.
Job Titles:
- Associate
- Member of the National Association of Insurance and Financial Advisors
James R. Winters, Jr. is an Investment Advisor Representative through Kestra Advisory Services, LLC and a Registered Representative through Kestra Investment Services, LLC since 2009.
Jim graduated with a Bachelors of Business Administration double major Finance/Insurance degree from the University of Cincinnati.
Jim primarily serves individuals and small businesses with a broad spectrum of insurance and financial services. He is a licensed agent with leading life and property-casualty insurance companies for the states of Ohio and Kentucky. He also holds a Series 6 (Investment Company Products/Variable Contacts Limited Representative) and Series 63 (Uniform Securities Agent State Law Examination) licenses.
Jim is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Professional Insurance Agents Association (PIA). He has been an officer/board member and active with numerous charitable organizations including Gamma Xi Scholarship Foundation, First Christian Assembly and Young Life. He also enjoys golf, softball, hiking and other outdoor activities.
Jim and his wife, Sheri, reside in Colerain Township and have two children. Brad, a graduate of Lee University and Bryn a graduate of Ashland University.
Jeff joined Kehoe Financial Services, LLC. in 2009. Prior to joining the firm Jeff spent 16 years as a Regional Pension Consultant for Union Central Life, covering a 5 state area servicing defined contribution plans throughout the Midwest. In 2000 he left to become an independent Retirement Plan Advisor. Jeff is an Investment Advisor Representative and a member of the Society of Financial Service Professionals.
Jeff's focus is advice to the small - mid-size business concentrating on their "corporate" retirement plans. He advises both the plan sponsor and individual participants, which includes plan provisions, legislative updates, fiduciary monitoring of the investments, and asset allocation strategies*.
Jeff has 2 daughters with whom he spends much of his time and has enjoyed coaching Youth baseball at a competitive level. He also doesn't mind spending the afternoon for a round of golf.
Jeri Schroeder began assisting Steve Kehoe in 1997. From the move of our North Bend office to our Tri County office, Jeri has seen many changes here at Kehoe Financial Advisors. As the office manager, she is the face of Kehoe that most clients recognize.
Jeri and her husband, Ron, reside in Green Township, and have three grown children: Jon, Rob, and Jodi. Between the two married children, Ron and Jeri have seven grandchildren. That includes two sets of twins! A wedding is in the near future for her youngest son.
Job Titles:
- Certified Financial Planner
Kevin Webb is a Certified Financial Planner™ at Kehoe Financial Advisors, joining the firm in 2013. He works with individuals, small businesses, and non-profits offering comprehensive financial planning, including Social Security, tax, retirement, investment, estate and insurance advice.
As a financial fiduciary, it is Kevin's desire and obligation to provide advice that is in the best interest of the client, including making known any and all conflicts of interest and always acting in good faith. This is the highest standard that a financial advisor can hold themselves to and goes beyond the obligations of non-fiduciary advisors.
He is featured regularly in Kiplinger and the Cincinnati Enquirer where he enjoys sharing his financial ideas with the general public. Past articles can be accessed on his LinkedIn page by scrolling down to the ‘Publications' section. https://www.linkedin.com/in/kevinwebbcfp
Kevin is also the owner of KM Webb Properties, LLC, which owns and operates investment real estate. His experience in real estate has enabled him to be a valuable sounding board for clients who own their own properties and to see how their properties fit into their financial plan.
He graduated with a finance and real estate degree from the University of Cincinnati (2007), receiving honors as a summa cum laude. Prior to UC, he attended St. Xavier High School where he graduated in 2003.
With his experience and education, Kevin enjoys advising clients with all areas of their financial life, through tax law changes and life changes. This allows them to have one less thing to worry about and free their time up for what is really important to them, be it their passion, family, and/or hobbies.
Kevin holds the current board positions:
Lisa Baab has worked at Kehoe Financial Advisors since 2007, and is a graduate of Cedarville University. First hired as an administrative assistant, she was promoted to Paraplanner in 2012 after passing the Series 11 exam.
Her duties include assisting in the process of completion of financial analysis for clients, facilitating the execution of buy-sell orders for the advisors in the office, and contributing to client educational programs.
She and her husband, Brian, live in Pleasant Run and have three daughters: Michelle, Melissa, and Brittany. Lisa attends Faith Fellowship Church, where she serves as a youth leader.
Job Titles:
- Partner
- Financial Planner
Steven C. Kehoe is a financial planner™ in Cincinnati, Ohio with Kehoe Financial Services, LLC. He is an Investment Advisor Representative through Kestra Advisory Services, LLC and a Registered Representative through Kestra Investment Services, LLC and a licensed agent with many leading insurance companies.
Steve is married to Amy and they have three children, Bryn, Steven Jr., and Seth. They reside in Cincinnati, Ohio and Key West, Florida.
Steve is involved in several organizations including Financial Planning Association, Cheviot Westwood Kiwanis, Westwood First Presbyterian, Who's Who in Industry and Finance in the US and is a Kentucky Colonel.
Thomas P. Keller, CFP®,CLU is a Certified Financial Planner™ with Kehoe Financial Advisors, a regional office of Kestra Investment, Services, LLC. He is a Partner with Steven C. Kehoe, CFP®, CLU at Kehoe Financial Services, LLC. Tom joined Kehoe Financial Advisors in 1999.
Tom graduated with a Bachelors of Science/Business Administration in Finance and a Minor in Accounting from The University of Cincinnati. He became a CFP in 2004 and CLU in 2008.
Tom specializes in assisting individuals and small businesses in the areas of financial planning and investment, estate, insurance and retirement planning. He enjoys working with clients' CPA and attorneys to coordinate their financial life. He is a Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC and a licensed agent with leading Life Insurance Companies across the nation. Tom holds a Series 7 General Securities Representative license, Series 63 Uniform Securities Agent State Law Examination, and a State of Ohio Life, Health and Variable Annuity License.
Tom is involved in local industry and charitable organizations including Donauschwaben Society of Cincinnati, Westwood Kiwanis, and St. Jude Church. He also enjoys playing golf and coaching his girls in sports. He is a former rugby player.
Tom is married to Chrissy Keller who is a teacher. They reside in Cincinnati, and have three daughters -- Heidi, Johanna, and Liezel.
Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they're gone. 1
But a will is an instrument of power. Creating one gives you control over the distribution of your assets. If you die without one, the state decides what becomes of your property without regard to your priorities.
A will is a legal document by which an individual or a couple (known as "testator") identifies their wishes regarding the distribution of their assets after death. A will can typically be broken down into four main parts.
1. Executors - Most wills begin by naming an executor. Executors are responsible for carrying out the wishes outlined in a will. This involves assessing the value of the estate, gathering the assets, paying inheritance tax and other debts (if necessary), and distributing assets among beneficiaries. It's recommended that you name at least two executors, in case your first choice is unable to fulfill the obligation.