Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Story
    • Our Process
    • Who We Serve
  • Our Services
    • Speaker Series
    • Educator
    • First Responder
    • Retirement Planning
    • Estate & Insurance Strategies
    • Planning Process
    • Executive Compensation for Business Owners
  • Resources
    • Useful Links
  • Contact
  • Client Login
  • Cincinnati

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Our Team

Meet The Partners

Alex Donley

Alex Donley CFP®

Partner/Financial Advisor
513-762-7789
alexander.donley@equitable.com
Matt Gates headshot

Matt Gates CRES

Partner/Financial Advisor
513-400-4032
matthew.gates@equitable.com
Clint Kersting

Clint Kersting CFP®

Founding Partner/Financial Advisor
513-762-7710
clinton.kersting@equitable.com
Matt McManus

Matt McManus RICP®

Partner/Financial Advisor
513-762-7760
matthew.mcmanus@equitable.com
Rob von Gerds

Rob von Gerds RICP®

Partner/Financial Advisor
513-400-4032
robert.von-gerds@equitable.com

 

Meet Our Financial Advisors

Abby Buchs

abigail.buchs@equitable.com

Jim Healy

james.healy2@equitable.com
David Hartke headshot

David Hartke

david.hartke@equitable.com

 

Meet Our Staff

Listed Team members provide administrative support services only.

Krista Faust

Krista Faust

Barb Cronin

Barb Cronin

What Is Asset Map?

Create your assetMap now

PPG-160356(6/21)(exp 6/23)

Contact

P | 513-762-7700

 

Client Login ›

Address

4000 Smith Road
Suite 300
Cincinnati, OH 45209

Get In Touch

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Triplecrown Wealth Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-1644145 (06/22) (Exp. 6/24)

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Privacy Policy  |  Site Map

© 2023 Triplecrown Wealth Management All rights reserved.