Cedric Louit

Cedric serves as a Financial Planning Associate for the firm. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to clients’ financial plans since he joined in February 2025. Cedric also supports clients with various administrative tasks and problem-solving to make their lives a little easier. Prior to joining the firm, Cedric worked for KeyBank & First Financial Bank, gaining an impressive set of experiences serving clients and his respective teams. Cedric’s credentials include:

• BA in Economics and Minor in Marketing from Miami University
• Security Industry Essentials (SIE)
• Chartered Retirement Planning Counselor (CRPC)

Cedric grew up in Loveland, Ohio, but spent a couple of years in Arizona before making his way back to the Midwest. He now lives in Fairfield with his significant other, Destiny, and their golden doodle, Sunny. When he’s not working, you can usually find him tackling a house project, experimenting in the kitchen, or planning his next trip. He and Destiny love to travel, especially to the mountains whether it’s hiking in Tennessee’s Smokies, exploring the Pacific Northwest, or escaping to Hocking Hills for a weekend.

Cedric also enjoys fishing, camping, and reading non-fiction. He’s a big foodie who’s always looking for the best local spots so if you’ve got a favorite, let him know!