Apryl M. Pope CFP®, CPFA®

Certified Plan Fiduciary Advisor
513-548-0777

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Apryl Pope is a devoted mother, wife, daughter, friend and passionate humanitarian. At her core, she is a teacher with a genuine passion for educating others. As a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and the co-founder of Retirement Plan Partners, LLP, Apryl is committed to working with nonprofits and small business owners to enhance their workplace retirement plans.

Through one-on-one support and facilitating engaging educational workshops, Apryl and her team are dedicated to helping employees learn how to save in order to reach their financial goals. As a Certified Plan Fiduciary Advisor (CPFA®), Apryl also lends her expertise to guide leadership teams through the intricacies of managing these plans, lightening their administrative load and allowing them to focus on their core responsibilities. When not working with clients, Apryl is a sought-after speaker at national industry conferences, actively contributing to the National Association of Plan Advisors, American Retirement Association, LPL Financial, Women in Retirement Conference, and Wealth@Wor(k).

Apryl holds a Bachelor’s Degree in Economics from Wittenberg University and a Master’s Degree in Mathematics Education from The George Washington University. Notably, between these academic pursuits, Apryl spent two years living in the Republic of South Africa serving as a School and Community Resource Volunteer for the United States Peace Corps. She currently resides in Cincinnati, Ohio, with her husband and three sons.

 

 

Jamie Osborne CPFA®

Certified Plan Fiduciary Advisor
513-548-0777

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Jamie has always been passionate about helping other people. He started in 1994 as a Firefighter and then also became a Paramedic. After seventeen years of serving others as a public servant, he decided to change careers and serve people through financial education. Linked with his love for helping others, Jamie has been providing financial guidance to individuals, families, and businesses for over 10 years. As a former Dave Ramsey SmartVestor Pro and Financial Peace University Coordinator, he is deeply rooted in the concept of building wealth by destroying debt and paying yourself first. Jamie and his team work one-on-one with families and business owners to design and implement a personalized plan to pursue their financial goals.

Jamie and his wife, Aileen, have been married for over 20 years and have one daughter, and two sons.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Osborne & Associates Financial Group, LLC., Retirement Plan Partners, LLP., or LPL Financial.