Our Local Team

Jay A. Finke, CFP®

513.745.7095

Jay believes in an educational, thorough and truly analytical approach to advanced retirement, investment, estate and charitable planning. Jay distinguishes himself by listening carefully to clients. He believes that successful planning can only be achieved through a planning process that is customized, effective and meaningful for each client. Jay’s innovative retirement risk management techniques have recently been noted in a leading national publication for other financial advisors.

Jay has been affiliated with Lincoln Financial Advisors and serving clients since 1991. Jay is a CERTIFIED FINANCIAL PLANNER™ professional and a member of Lincoln Financial Advisors’ elite planning group called The Resource Group as well as a member of Sagemark Private Wealth Services. In the field of securities, Jay holds FINRA Series 6, 63 and 7 registrations. Jay specializes in advanced retirement planning and retirement risk management, investment planning, estate planning and charitable planning for corporate executives, retirees, professionals and business owners.

Jay has been a key note speaker for the Procter & Gamble Retired Officers Association as well as a transition seminar for P&G retirees. The growth of Jay’s practice has come solely from referrals from clients. Jay prides himself on extremely high client retention ratios, due in part to a low staff-to-client ratio and to his team’s extraordinarily attentive client service. Jay constantly is involved in continuing education, licensing renewal and industry best practices by attending workshops, professional seminars and meetings throughout the country. Jay’s objective is to bring a depth of wisdom and knowledge to every planning situation.

Jay graduated from Valparaiso University in 1981 with High Distinction and with a degree in Political Economy. He also has a degree from Christ College, the honors program at Valparaiso. He has a number of published articles and is treasurer and member of the board of trustees of The Hillside Trust. He resides in Cincinnati, Ohio with his wife Lee Anne and their Labrador retriever Einstein. He is an avid hiker and travels extensively for both business and pleasure.



Hope Young

Client Services Specialist

513.745.7092

Hope joined our team in 2002 as our Financial Planning Assistant. Prior to 2002, Hope worked as an Administrative Assistant at Procter & Gamble for over 20 years. Her last position at Procter & Gamble was providing administrative support for the Director of the Commercial Development Department in the Food & Beverage Department.

Hope is responsible for establishing and servicing our client investment and insurance accounts, as well as being the Office Manager for the practice. She is also actively involved in the preparation of client financial plans and meeting materials. To build and maintain her professional expertise, Hope attends numerous training opportunities, including our annual Lincoln Staff Symposium which features top productivity and practice management advisors. Her goal is to always provide the courteous, responsive and knowledgeable service our clients deserve.

Hope lives in Northern Kentucky with her husband and son. They enjoy watching their son compete in marching band competitions where he plays the trombone. Hope and her family enjoy nature and like to hike in state parks, especially in TN and NC, as well as visiting historical locations.



Joseph H. Fowler

Financial Planner

513.745.7045

Joe is a Financial Planner that has been partnering with our team as a junior planner since 2006. Joe's role is to assist with creative design ideas in the areas of advanced retirement, estate, investment, and charitable planning. Joe helps clients work towards their financial goals by developing a deep understanding of their personal vision for their financial well being and to help implement their customized financial plan.

Joe has been affiliated with Lincoln Financial Advisors since 2003. He is a licensed insurance and investment professional having obtained both a Series 7 and Series 66 registration. In addition, Joe has a passion to continue to improve his knowledge base and attends countless seminars and industry functions in order to stay up to date on the most recent developments in the financial planning industry.

Joe is a 1997 graduate of the University of Cincinnati with a Bachelors of Business Administration (Finance). Joe and his wife Erin live in Columbia Tusculum with their two young children. He is active with community projects and also active within the Sands Montessori School community.



Matthew A. Held

Financial Planner

513.745.7073

Matt is a Financial Planner that has been partnering with our team as a junior planner since 2011. Matt's role is to help clients work towards their financial goals by developing and implementing a customized financial plan. He believes that personal attention and professional expertise is key to providing valuable service for our clients.

Matt specializes in advanced financial planning and helping clients understand complex estate, investment, retirement and business succession planning. He joined Lincoln Financial Advisors in 2006 as a Private Wealth Advisor. Matt is currently Series 7 and 66 securities registered and is licensed for life and health insurance as well. He was awarded New Associate of the Year in 2008 and is currently on track to sit for the Certified Financial Planner® exam in March of 2012.

Matt is a native Cincinnatian and graduate of Moeller High School. He earned his Bachelor of Science in Business Administration with a specialty in Finance with cum laude honors from The Ohio State University. Matt lives in Deer Park with his wife Abby. He enjoys skiing, CrossFit and hiking with his dog, Eddie. His favorite activities include supporting The Ohio State Buckeyes and spending time with his nephews and niece.