Bill earned his bachelor’s degree in business from Wright State University and began his career at one of the nation’s premier financial services institutions. That experience inspired him to build a more personalized, comprehensive approach to serving clients.

No matter where you are in life, you deserve trusted guidance and a retirement strategy built around your goals. Bill helps clients prepare for retirement by focusing on The Five Foundational Pillars™.

Bill has over 20 years of experience in investments, complex insurance planning, and is a licensed Medicare advisor.  He is also certified as a National Social Security Advisor and an IRMAA Certified Planner, giving him the ability to have a comprehensive view to two key factors in retirement planning — Social Security benefits and the additional Medicare IRMAA premiums which can be significantly impacted by unexpected or unplanned income later in life.  Bill is dual registered as an Investment Advisor and a Registered Representative. 

Away from the office, Bill and his wife, Krista, enjoy spending time with their two children Tyler and Ellie and their "adopted" son Issac. Both are involved in coaching sports and are committed to their personal relationship with God.

With extensive industry knowledge mixed with years of experience in the corporate sector and over twenty years as an investment advisor, Cameron brings a wealth of experience to the critical life event of Retirement Planning.  His simple approach takes complicated topics and makes them easy to understand.

Cameron earned a Bachelor of Science degree from Oral Roberts University and a Master of Business Administration from Oklahoma State University.  Cameron’s experience as the Chief Operating Officer of a small mutual fund and many years of experience working with and for Fortune 100 Companies makes him well qualified to address complex issues around investments and retirement planning.

Cameron enjoys teaching on many different levels and shares his insights to students that are part of numerous adult education classes.  “Our students often say that they appreciate my laid back and yet informative style,” smiles Cameron. “That means a lot to me.”  It does not matter if you are a professional, business owner, high net worth individual, or middle-class family; Cameron believes everyone deserves trusted guidance and education with retirement planning.  Regardless of whether you are approaching retirement, recently retired or have been retired for a decade; “there is always an opportunity to learn and make things better”, states Cameron.

He is currently dual registered as an Investment Advisor and a Registered Representative.  With over 20 years of experience, Cameron continues to work to understand the complex needs of retirees in order to provide the most comprehensive and up-to-date guidance.  His goal is to get his client to and through their retirement years as comfortably as possible.  To that end, Cameron has earned the following credentialing:

Certified Financial Planner^®

Certified Kingdom Advisor^®

Chartered Federal Employee Benefit Consultant℠

Accredited Investment Fiduciary^®

Professional Plan Consultant^®

National Social Security Advisor^®

With “running out of money” topping the list of retiree concerns, Cameron says the first pillar of financial success is to develop a solid income plan.  When people retire, they often continue to own the same investments that they held when they were working.  Cameron believes this is a monumental mistake as you need to move from an accumulator mindset to a protector of your assets.

Away from the office, Cameron and his wife Kelly enjoy spending time with their children and grandchildren and are avid cyclists and swimmers living in Springboro, Ohio.   They have six biological, 12 adopted children, three daughters-in-law, two (soon to be three) grandchildren, and a dog named Leo.  Their passion for at-risk children and families has led Cameron to serve on the board of A Child’s Hope International in Cincinnati and both he and Kelly are involved with Grafted Families helping to fund difficult adoptions.

Janae Corbett is an accomplished administrative assistant known for her meticulous attention to detail and passion for working with people. With a bachelor's degree in psychology and a master's degree in criminal justice from Wright State University, she brings a unique perspective and understanding to her work.

In the 1980s, Janae made a name for herself as the 1986, 1987, and 1988 World Batton Twirling Champion as well as winning multiple Grand National Championships with the U.S. Twirling Association. This impressive pedigree has caused her to be in high demand nationally and internationally as a course conductor and examiner as well as the US Division Administrative Executive with Acrobatic Arts, sharing her expertise and knowledge with aspiring professionals worldwide.

Janae's diverse background, combined with her exceptional organizational skills and interpersonal abilities, make her an invaluable asset in any administrative role. Her dedication to excellence and ability to connect with others ensure that she consistently delivers top-notch support and fosters positive relationships in the workplace.

She and her husband, Michael, have been long-time residents of Waynesville, Ohio, and have two daughters.  They live on a small farm with a horse, dogs, goats, geese etc.  

Max graduated Summa Cum Laude from Miami University (Ohio) with a degree in Small Business Administration.  He is currently helping people make sense of their annual Medicare choices along with fielding questions throughout the year on how best to manage Medicare benefits.  Max is heading up Covenant Planning's home, auto, life and business insurance division.  As a licensed independent agent, he has access to dozens of insurance carriers in the Ohio market through his relationship with Ohio Insurance Alliance, LLC.  If you need home, auto, life, liability, or business insurance, Max is your resource.

Through the Founders Financial Investment Advisor Apprenticeship program, Max has completed his Series 7 – General Securities Representative Qualification Examination .  He will progress from a Licensed Associate at  to a ParaPlanner and will ultimately receive his Certified Financial Planner^® designation. He currently provides invaluable support to the clients of Covenant Planning. 

Max and his wife, Bryn, live in Miamisburg with their dog, Toaster, in a 100-year-old home they are renovating.  Max spends his spare time swimming and working out.  Bryn is a professional wedding photographer.