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Advisory Board

Gathering the best and brightest minds to assist in providing direction for our firm and the best interests of all our clients.

Helping High Net Worth and High Income families accomplish their financial, philanthropic and legacy objectives.​

Dr. Yele Aluko, MD, MBA, FSCAI

Dr. Yele Aluko, MD, MBA, FSCAI

Chief Medical Officer

Professional Experience Summary

Dr. Yele Aluko is EY Americas Chief Medical Officer, and is a proven MD/MBA physician executive and corporate leader with more than twenty five years clinical and administrative leadership within the US healthcare provider space. He has astute understanding of strategies that develop competitive advantage for healthcare systems. He has demonstrated the ability to implement tactical execution of enabling processes that hold healthcare providers accountable for delivery of consumer value in the industry.

Dr. Bertrand Fote, MD

Dr. Bertrand Fote, MD

Emergency Physician

Professional Experience Summary

Dr. Bertrand Fote is an emergency physician practicing in North Carolina. He obtained his medical degree at Howard University in Washington DC, after getting a Bachelor’s degree Magna Cum Laude in electrical engineering from the University of the District of Columbia. He is a board certified emergency physician and a fellow of the American College of Emergency Physicians. He also holds an MBA from Auburn University in Alabama. He is a certified college advisor and holds several certifications in the financial planning arena.

Dr. Fote is also a financial advisor and wealth strategist. He is CEO of Sir 4te Holdings, a company that offers financial planning and college planning services. He is also a fashion designer with a taste for trendy contemporary designs. He is the co-founder and CEO of 4J, a contemporary men’s clothing line.

Bertrand is known for his ever-present smile and love of singing. In fact, many of his patients refer to him as “the singing doctor.” His warm nature and positive outlook at life is evident in his writings. He has published several poetry books. His poetry has also been published in several anthologies. He also enjoys writing fiction and is currently working on a crime/mystery series set in the emergency department. He loves playing the keyboard, scrabble, theater, soccer and golf. He is a lifelong Manchester United fan. He also enjoys traveling.

Dr. Joe Hackworth, MD, FACC

Dr. Joe Hackworth, MD, FACC

cardiologist

Professional Experience Summary

Dr. Joe Hackworth is a cardiologist in Cincinnati, Ohio and specializes in Cardiovascular Disease and Interventional Cardiology. He is affiliated with Jewish Hospital-Mercy Health. He received his medical degree from University of Alabama School of Medicine and has been in practice for more than 20 years.

Ken Newton

Ken Newton

Chief Operating Officer, MedXPrime

Professional Experience Summary

Ken Newton is a native of New Orleans, Louisiana who currently resides in Northern California. I attended Louisiana State University, graduating with a major in business and communications.

My early years included 12 years with the 1st Special Forces Group (ABN), 20th Special Forces Group. I returned home and, securing insurance and investment credentials, established a financial planning business that targeted the self-employed business owner. I soon founded Entrepreneur Development Group, a seminar and training company designed to promote self-employment.

I have represented direct selling and network marketing companies in the financial services arena, consumer electronics, legal services and nutrition attaining top ranking distributor status while serving as Corporate Trainer for each of these companies.

Dr. Eleanor Ann Nwadinobi, MBBS, EMA, FAAC

Dr. Eleanor Ann Nwadinobi, MBBS, EMA, FAAC

Consultant

Professional Experience Summary

Eleanor Nwadinobi, MBBS, EMA, FAAC, Nigeria, is an independent gender, health, women’s rights, and women, peace, and security consultant. 

Dr. Nwadinobi is currently the President –Elect of Medical Women’s International Association, Founding Co-chair of Steering Committee Every Women Treaty and Gender Advisor to the Nigeria Policing programme

She has worked on a wide range of issues including child trafficking, girls education, peace building, and violence prevention with the African Union, DFID, ECOWAS, UNICEF, the World Bank and others.

Vicki Rackner, MD, FACS

Vicki Rackner, MD, FACS

Practicing Surgeon

Professional Experience Summary

Vicki Rackner MD draws on personal experiences– as a practicing surgeon, clinical faculty at the University of Washington School of Medicine and serial entrepreneur– to help her doctor clients thrive.

She helps physicians identify their sweet spots–where they experience the personal, professional and financial rewards that attracted them to a career in medicine. Then she helps clients get there by design.

Dr. Rackner is regularly quoted in the national media including CNN, NPR, The Wall Street Journal, USA Today, The Washington Post, Readerʼs Digest, Bottom Line Health, Womanʼs Day, Real Simple and many others. This Chicken Soup author’s latest book is the Myth of the Rich Doctor.

Dr Wendy Ward

Dr. Wendy A. Ward, MD

Founder & CEO of MPower Productions

Professional Experience Summary

Wendy A. Ward, MD helps her clients transform their way of ‘thinking, being, doing and behaving’, empowering them to ‘survive, thrive and succeed’!!!

Dr. Wendy is a Physician – a board certified Anesthesiologist who has been practicing medicine for 30 years – and a Life Transformation Specialist. She received her Bachelor of Science degree in Microbiology from the University of Massachusetts-Amherst and received her Medical Degree from Mount Sinai School of Medicine in New York City. Dr. Wendy is also certified in the holistic disciplines of Acupuncture and Reflexology.

Dr. Keith Wilson, MD, FACS

Dr. Keith Wilson, MD, FACS

Associate Professor

Professional Experience Summary

Dr. Keith Wilson is an Associate Professor in the Department of Otolaryngology-Head and Neck Surgery at the University of Cincinnati Academic Health Center, and serves as Medical Director of the Head and Neck Division of the Department. He is an active member of the American Academy of Otolaryngology-Head and Neck Surgery, and is a Past- President of the Cincinnati Otolaryngology Society.

Mr. John Addeh

Chairman; Caritas Communication Nig. LTD Corporate Governance & Nigeria insight

Professional Experience Summary

Mr. John Ehi. ADDEH (FNMGS, FNAPE, F-IPS) is member of the Advisory Board of kANU Asset Management LLC. and CEO of Ewalen Investments & Services LLC. He is a Director and Board member of 9-9 Energy Resource Nig. Ltd (www.99energyresources.com), an Oil and Gas start-up. He is also a member of the Board of Trustees of Kaiser Foundation for Social
Development, an NGO. His main current interests include Investments Consulting. (including pre-IPO investments), Corporate Management & Governance Consulting, Oil and Gas Business Consulting, He is an accomplished coach and public speaker.

Robert Cody

Mr. Robert Cody

Procter & Gamble (Retired)

Professional Experience Summary

Robert’s entire career was spent at Procter and Gamble Co. Cincinnati, Ohio. He worked in Research and Development in the New Products area. During his 29 years at P&G, he worked for the Folger’s Coffee Division where he developed many of the Folger’s brands on the market today. He was also responsible for plant start-ups for new brands and often visited Folger plants in San Francisco, Kansas City, New Orleans, Houston, and Sherman, TX. Bob retired in 1993.

He was the Treasurer of the Forest Chapel United Methodist Church for 25 years and active in the church’s finance area for over 40 years. He and Lois lived in Wyoming, Ohio for 50 years where he was a member of several city committees.

Todd Crawford

Mr. Todd Crawford

President, CEO; Capital City Partners, LLC. Wealth Management & Investment Banking

Professional Experience Summary

Todd E. Crawford is the CEO of Capital City Partners, Inc. group of companies which include Capital City Securities, LLC member FINRA, SIPC & MSRB a securities broker-dealer; Capital City Asset Management Group, LLC a registered investment advisory firm; Capital City Insurance Group, LLC an insurance agency and Capital City Consulting Group, LLC which offers investment banking services. Todd’s Investment Advisory career spans 30 years helping clients and representatives achieve their goals. His in-depth experience managing assets and companies makes him uniquely qualified to manage aggregated customized investment portfolios, advise companies and representatives. In 2002, Todd founded Capital City Asset Management Group, LLC, formerly American Wealth Preservation Group, in order to offer truly independent investment and consulting services to businesses and high net worth individuals.

Eric H. Kearney, Esq

Eric H. Kearney, Esq.

President & CEO African American Chamber of Commerce Greater Cincinnati | Northern Kentucky

Professional Experience Summary

Eric H. Kearney has had a career in law, business, and politics.  As a state senator, Eric served as Ohio Senate Minority Leader and has championed a number of causes including adoption, children’s health, small business development, and pension reform.  On a national level, Eric was a member of President Barack Obama’s national finance committee when he ran for U.S. Senate and President.  He has been a leader in Ohio’s legal community and is a managing partner of Kearney & Kearney, LPA.  In addition to politics and law, Eric has been a leader in the business community.  He founded and built one of the largest African American owned publishing companies, Sesh Communications, which publishes The Cincinnati Herald, The Northern Kentucky Herald, The Dayton Defender, and other publications.  Eric graduated from St. Xavier High School, earned a B.A. in English from Dartmouth College.  He is married to Jan-Michele Lemon Kearney Esq. who is a graduate of Dartmouth College and Harvard Law School.  They have two children, Celeste (a student at Dartmouth College) and Asher.

Leslie Lipscomb

Mrs. Leslie Lipscomb

Senior Vice President; Financial Independence Group

Professional Experience Summary

Leslie Lipscomb joined Financial Independence Group in 2006 as a Sales Consultant in the annuity division. During her 10 years as a consultant, Leslie was recognized as one of the most successful insurance Sales Consultants in the country.

Rev. Damon Lynch Jr

Rev. Damon Lynch Jr.

Pastor; New Jerusalem Baptist
Church & Community Leader
(Churches & Non-Profits)

Professional Experience Summary

Heavily involved in the community, Rev. Lynch is the former president of the Baptist Ministers Conference. He has been an instructor in preaching at the Athenaeum at Mt. St. Mary Seminary. He started the first Martin Luther King March, along with Virginia Coffey, Rev. Fred Shuttlesworth, and Charlene Ventura.In addition, Rev. Lynch was the first President of the Pastors Conference of Greater Cincinnati.

Roy Mitchell

Mr. Roy Mitchell, CPA

Principal; Kunimura Mitchell & Company, LLC Tax Professional and IRS Experience

Professional Experience Summary

Roy A. Mitchell is a principal in the firm of Kunimura Mitchell & Company, LLC (www.KunimuraMitchell.com). Mr. Mitchell offers innovative strategies in tax planning, cash management, and business consulting. He has over forty years’ experience in business taxation; ten of which were spent working in the Examination Division of IRS as an Internal Revenue Agent, Computer Audit Specialist, and Group Manager.

William Russo

Mr. William Russo

Attorney & Partner; Katz Teller Attorney and Nationally Renowned Estate Planning Expert

Professional Experience Summary

Bill brings his intelligence, creativity, and experience to add value and benefit to the wealth planning experience. It is not surprising, then, that Bill is frequently retained as expert co-counsel by other attorneys, including other estate planning attorneys for assistance in resolving or informally mediating family disputes surrounding the transmission of the family’s wealth. If asked to describe his legal practice, Bill would say
that he adds value to a particular client’s situation by providing multi-generational wealth transfer solutions that resolve business, personal, tax and any charitable issues, without negatively impacting the character and ambition of succeeding generations.