Meet the Staff
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Bob Bollenbacher CFP, ChFC, CLU
Bob Bollenbacher has been in the financial services industry for over 17 years. He has extensive experience and knowledge in estate and succession planning. Bob is a CERTIFIED FINANCIAL PLANNER™ certificant and holds designations as a Chartered Financial Consultant® and a Chartered Life Underwriter®.
Bob specializes in helping emerging affluent couples, under age 50, with children to develop and implement their lifetime aspirations. He also has considerable experience guiding dentists, chiropractors and general practictioners build and protect their wealth. Bob enjoys developing personal relationships with our clients and takes an active interest in seeing them accomplish their goals.
Bob is a registered representative with his FINRA Series 6, 62, 63, 65, & 24 registrations. He is also Life & Health insurance licensed in several states. Bob is a graduate of Wittenberg University with a Bachelor of Arts degree in Business and Political Science. Bob and his family live in Liberty Township and he is an active volunteer with the Liberty Township Parks Committee.
Email Bob at bob@BollenbacherFinancial.com
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Daphne Winston CFP, CDFA
Daphne Winston began her career in the financial services industry ten years ago. In 2008, she completed the Financial Planning Program at Xavier University and is a CERTIFIED FINANCIAL PLANNER™ certificant. Daphne is also a Certified Divorce Financial Analyst™.
Daphne provides holistic financial guidance to our clients. She specializes in working with widows, divorcees, and others experiencing a major life transition. Daphne is uniquely qualified to help our clients navigate the complexities of their current situation and guide them along their journey to their new normal.
Daphne is a registered representative with her FINRA Series 7 & 66 registrations and is Life & Health insurance licensed in Ohio. She is a member of the Financial Planning Association and the Institue for Divorce Financial Analysts. Daphne is a graduate of Purdue University with a Bachelor of Science in Chemical Engineering. She is an active volunteer at Crossroads Community Church and her interests outside of work include traveling & watching football. Since completing her first Flying Pig Marathon this year, she is training for the next big adventure. Daphne and her family live in West Chester, Ohio.
Contact Daphne at dwinston@BollenbacherFinancial.com