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Dan has been an insurance agent since 1989 and has seen huge changes in the insurance environment over those years. He maintains the following professional accreditations: Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner TM (CFP), Registered Benefits Consultant (REBC), Certified Funds Specialist (CFS), Chartered Retirement Planning Counselor (CRPC), Chartered Advisor for Senior Living (CASL) and current enrolled in Certified Insurance Counselor (CIC). Dan and Trudy have three children, Bradin, Mariah & Brett. Dan enjoys going to the swim club, camping, fishing and watching his kids playing sports, coaching basketball & soccer. |
Chad has been a partner at Roth & Reynolds since 1991. Chad's interests include golf, the beach, and music. He is a devout Cincinnati Reds Baseball fan and loves Jimmy Buffett's music. He is an experienced baseball card collector as well. Chad is married to Sarah and has three cats Easy, Boots and Hansel. Chad was employed with a national insurance company's claims department from 1987 till 1989, underwriting until 1991 and with Roth & Reynolds ever since. Chad has years of experience in writing all lines of insurance for his clients. |
Jenny has been a part of the Roth & Reynolds Team since 2002. She enjoys playing board games, camping, football, photography and riding ATV's. She has 2 dogs, Cujo & Sophia. Jenny is the licensed office manager, her duties include office operations, customer relations and quoting insurance. |
Brian has been a part of the Roth & Reynolds Team since 2006. He has directed his concentration on marketing and interact with potential future clients. Prior to joining the team, Brian worked for Fed Ex for over 20 years. He brings along a vast amount of knowledge with customer service and satisfaction along with strong interaction with customers. Brian was born and raised in Silver Spring, MD and was a member of the United States Air Force stationed in Berlin, Germany and Hurlburt Field, Florida. He move to Cincinnati in 1993. He is married and a dedicated father of two boys. |
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Connie has been a part of the team since 2008. She is Dan's sister-in-law. Connie is married to Ron and has four children, Sami, Olivia, Jack and Neal. She enjoys camping, gardening, rock & roll music and spending time with her family and friends. |
Paul brings experience to our firm, having first entered the financial services business in 1972 with Prudential. Since then, he has focused primarily on life insurance planning for his clients. He represents both businesses and individuals. Paul received his Chartered Life Underwriter designation in 1985. Paul and his wife Mary Anne live in Green Township and have two adult children, Paul Jr. and Jim and they have one grandchild. Paul is an enthusiastic golfer and follower of Xavier University basketball. |
Kristi began her insurance career in 2001 as a property adjuster and in 2003 became a personal lines underwriter. Kristi has obtained professional designations which include Program of General Insurance (INS), Associate in Insurance Services (AIS) and Associate in Personal Insurance (API). Kristi is currently working on obtaining her Certified Insurance Counselor (CIC) and Chartered Property Casualty Underwriter (CPCU) designations. Kristi is married to Brian Tilley and they have an Akita named Bayle. Kristi enjoys going to Bengals games, reading, traveling, coaching volleyball and spending time with her family. |