Partner, Senior Advisor, CCO
As a Partner and Senior Advisor in the firm, my primary role involves preparing for and delivering advice in client meetings. I also serve as Oxford’s Chief Compliance Officer.
My passion for this profession comes the ability it gives me to empower clients to make their own informed financial decisions. This is not done through what I call the 3 P’s (Pontificating, Prognosticating, Product Sales), but instead by what Oxford calls the 3 C’s (Clarity, Confidence, Catalyst).
By starting with a well-thought-out, evidence-based financial planning process, we establish a working relationship where clients clearly understand what fees they are paying, and what advice they are getting for that fee. This straightforward approach, coupled with our battle-tested Power of 5 Investing® system, allows me to coach clients through good markets and bad to make sure we have actionable strategies to reach their most cherished goals.
I was born and raised in Delhi, the first of 4 boys to Pat and Jane Walsh. I grew up in Our Lady of Victory Parish, while attending C.O. Harrison, Delhi Junior High, and eventually Oak Hills where I lettered in golf and baseball. I then moved on to Miami University, where I received a degree in Finance while also pitching for the nationally ranked conference champion club baseball program.
I am lucky enough to have been with Marty since 2009, married since 2012. She is the Lead Teacher at the East End Adult Education Center, doing wonderful work to provide quality educational programs aimed at increasing students’ basic literacy, academic, computer, and job skills.
We have been blessed with Charlotte (2015) and Patrick (2018) who are the joy of our lives! We also have a 10-year-old rescue dog named Bailey.
I still love to play competitive golf and softball, where I play for Jake’s Automotive/Tisch Environmental/Upscale Lawncare on Monday’s nights at Westside and in the Cincinnati Metro Tournament. I am an avid Notre Dame football and UC basketball fan and enjoy relaxing and spending time with friends and family.
- CERTIFIED FINANCIAL PLANNER™ (2012)
- Executive Certificate in Financial Planning – Xavier University (2012)
- BSB Finance, Marketing Minor, Miami University
Community and Leadership:
- Financial Planning Association of Southwestern Ohio – Former Programs Director
- Miami University Alumni Association – Former Board Member