Senior Adviser

Greg Amend

Senior Advisor
T: 513-543-4219
F: 513-794-1096

Greg has a passion for helping people organize their lives by protecting them financially and legally. Having over 40 years of experience in the financial planning industry, Greg has worked with personal and life insurance planning, personal and business medical insurance, and securities*, including all aspects of financial and estate planning**.

Professional Services
-Group Health Benefits
-Group Disability Income Solutions
-Individual Medical Insurance
-Individual Medicare Insurance
-Social Security Retirement Services
-Business Succession Planning
-Business Insurance Planning
-Estate Planning**
-Individual Disability Income Solutions
-Life Insurance and Annuity Solutions

-Indiana Tech
Associate Degree, Accounting
-Chartered Financial Consultant (ChFC)
Greg and his wife Carol have been lifelong residents of Cincinnati. They have been married for over 30 years, have 6 children & are blessed with 9 grandchildren.
In Greg’s spare time, he enjoys golfing and hanging out with his family and friends.

*Tax and/or legal advice is not offered by Greg Amend. (Consult your tax professional for additional guidance regarding tax-related matters.)
**Estate planning services provided in conjunction with your legal advisor.
***Greg is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.