We are pleased to announce the hiring of three additional Associate Financial Planners to our growing family of professionals. Madi Krummen, Keenan Garvey and Abby Daly will be serving clients from our Blue Ash, Ohio office.
We continue to be so honored to serve a growing number of families with financial planning, investment using our Total Wealth or holistic approach. To support our growth and maintain an extra-mile service in our comprehensive services, we are always excited to welcome a new member to our team.
First, Madi joined as a Financial Planner in May 2024. In her role, she will support the financial planning team with insurance analysis, tax projections, college and retirement analysis, as well as other updates to client’s financial plans. Madi also supports clients with various administrative tasks and problem solving to make their lives a little easier. Prior to joining the firm, Madi gained experience working with another boutique wealth manager in Birmingham, Alabama to serve high net worth individuals and coordinating with various CPAs and attorneys as the client’s quarterback She earned her Masters in Family Financial Planning and Counseling from the University of Alabama and also her BS in Consumer Science. She also passed the Certified Financial Planner exam in March 2024 and is working to fulfill the experience requirement before putting it to full use for the benefit of clients.
Madi was born and raised in Mason, Ohio as the youngest of three siblings. Madi comes from a large close-knit family with aunts, uncles, and cousins throughout the Cincinnati area. Outside of work, she enjoys running, cooking new recipes, spending time with family, and getting to explore her native city through a new lens.
Next, Keenan joined the firm’s Blue Ash office as a Financial Planning Associate also in May 2024. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans. Keenan also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Keenan has worked for Fifth Third Bank, Charles Schwab, First Financial Bank and Cox Financial Corp gaining an impressive set of experiences serving clients and his respective teams. Keenan earned his BS in Finance from Northern Kentucky University.
Keenan was raised in Harrison Ohio as the second oldest of five siblings (3 brothers and 1 sister). Keenan can often be found frequenting live music venues around Cincinnati or watching the Bengals win on a Sunday…hopefully. Feel free to also ask Keenan about his family and his dog Bruce.
Last but not least, Abby joined the firm as an Associate Financial Planner in June 2024. She supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans. Abby also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Abby gained incredible experience in tax and finance as an intern through school. She earned her BS in Finance from Western Kentucky University.
Abby was born and raised in Northern Kentucky, where she currently resides. In her free time, she enjoys reading fantasy books, walking with her puppy Maple, and spending time with her family and friends. Abby is always happy to meet for coffee, lunch, or just for a chat!
As we grow to serve more families in search of our Fiduciary wealth planning guidance, it’s important that we keep our family-like culture and that’s why we’re excited to have these three amazing professionals join our team. Your continued confidence in our services is extremely important to us, and we appreciate it.
Rob Siegmann is a partner and chief operating officer of Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He is often quoted in industry publications such as The Cincinnati Business Courier, Wall Street Journal, Yahoo finance, Financial Planning Magazine, Cincinnati Enquirer as well as others. Rob is grateful to serve others, including his team of CERTIFIED FINANCIAL PLANNER™ practitioners and the clients they serve, so they can live their greatest life through well informed and prudent financial decisions. Rob can be reached at rob@twpteam.com.