Team
Genevie Osborn, MBA, CPFA
Owner/LPL Financial Advisor
859.514.6046
Geni strives to go above and beyond to understand her clients’ goals and values to create a personalized financial plan supported with strong investment products to help them pursue their goals. In addition to her life and...
Reena Kumar
Administrative Associate
Reena has worked in the financial services industry for over four years and provides support on various client account related tasks. Reena received a Bachelor of Science in Math and Statistics and a Master of Business...
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