Scott began his investment industry career in 1981, co-founding the group with Donald Kaplan that same year. He has served as an arbitrator for more than 15 years, assisting in resolving monetary and business disputes between investors, wealth management firms, and registered representatives.
With more than 35 years of experience helping clients address their wealth management needs, Scott has developed an understanding of his clients’ life goals and wealth-building expectations. He specializes in investment planning, retirement planning strategies, and fixed income.
Outside the office, Scott is an avid cyclist. Along with two other members of his cycling group, Scott founded the non-profit Wyoming Ohio Cycling Foundation (WOCF) to promote cycling and cycling safety in and around his neighborhood. The WOCF raises funds through its cycling activities and donates to local charities. Scott is involved in a number of community organizations and volunteers with Tender Mercies.
Scott earned a B.S.B.A. in Finance from the University of Arizona. A native of Cincinnati, he now lives in Wyoming with his wife, a practicing attorney, and their two sons. Their older son, Seth, is a student at the University of Arizona.
Howard brings more than 25 years of experience to the group, where he specializes in Wealth Management Strategies for families. He joined the family partnership in 1999 after nine years at Fifth Third Bank. Howard holds Series 7, 63, and 66 securities licenses and has attained the Certified Investment Management Analyst® designation through the Investment & Wealth Institute and the Accredited Investment Fiduciary® designation. He earned his undergraduate degree from Indiana University and an MBA from Xavier University.
Howard currently serves on the Investment Committee for the Great Cincinnati Foundation, Wise Temple, and Education Theater Association. He is also on the board of the Reds Hall of Fame, Wise Temple, and JVS Career Services.
Howard and his wife, Stephanie, live in the East End and have two grown daughters.
Tricia brings more than 20 years of experience in the financial services industry. She began her career as a Credit Analyst in back-office operations with Gradison McDonald Investments before moving into Wealth Management with Robert W. Baird & Co. and then to UBS Financial Services as a Client Service Associate.
Tricia holds Series 6, 7, 9 & 10, 26, 63, and 66 securities licenses, and is a State of Ohio Notary Public.
Peter has more than 18 years of experience in the financial services industry. He began his career with McDonald Investments as an Investment Associate, then moved to Thomas McDonald Partners as a technical analyst before joining the group in December 2007. He holds Series 7 and 66 securities licenses.
Peter has performed volunteer work in the arts in his hometown of Toledo and enjoys cooking, working with computers, and spending time with his family.
Donald laid the foundation of our family business in 1962 when he began his career in the securities industry. In 1981, he partnered with his nephew, Scott, to begin the family partnership.
In the 1990s, Donald recognized how offering unbiased, non-transaction oriented investment guidance may benefit his clients. As a result, he began to transition the practice to the broad, fee-based wealth management business it is today. He retired in 2017.
Donald has been married for more than 50 years to his wife, Kathie, with whom he has three adult children and five grandchildren.