Ms. Mattox, President of the firm, is an alumnus of Xavier University MBA program, the University Of Cincinnati BBA, College for Financial Planning in Denver, Colorado, CFP®.

The College for Financial Planning in Denver, Colorado, was among the first professional organizations to focus on the planning needs of individuals. As one of the initial registrants in that program, Ms. Mattox was recognized in 1982 as a Certified Financial Planner® practitioner and subsequently as a Registered Investment Advisor.

The name of the firm describes our services, FINANCIAL AFFAIRS MANAGEMENT

Why we are qualified to manage your financial affairs...

In anticipation of coming events, we took timely action toward our goals and became certified as a financial planner.  We look to solutions and strive to provide consistent results in relation to the circumstances. 

Experiences in banking, trust and tax, stock brokerage, lecturing and teaching are called on in the development of your financial plan and the investment strategies that may affect multiple purposes.

• Business experience is augmented by working with business owners and establishing the firm Financial Affairs Management in 1991.
• Teaching at various local Cincinnati educational institutions including graduate and undergraduate college courses has made us aware of current trends and events.
• Numerous guest speaking engagements at clubs and organizations as well as publications in local newspapers and organization magazines provide a gift of conversational style.
• Brokerage house and banking experience in investments*, taxes and insurance preceded the private client advisory services of the firm Financial Affairs Management.
• Continuing education in financial planning is up-to-date as recognized by the Certified Financial Planning Board of Standards - the governing arm of the professional certification.
• We are currently active in church activities and volunteer with the Red Cross.
• Past president of numerous professional associations and membership in many.