Damian Rothermel
CERTIFIED FINANCIAL PLANNER™
Damian enjoys spending time outdoors with his wife Julie, his son Ian and his black lab Doobie. He is always looking for a new adventure; recently playing a new musical instrument, participating in triathlons, learning to play golf and enjoying oil painting classes.
Investment Expertise
Damian has spent the last twelve years helping individuals improve their financial lives. Damian works with his clients to develop a rational investment strategy customized to their personal situation. He emphasizes core tenets of financial planning and helps educate his clients to make wise decisions.
Education & Experience
- B.S. in Accounting, University of Dayton, 1998
- CERTIFIED FINANCIAL PLANNER™ Practitioner