I have spent my career in the field of accounting and finance, starting out as a CPA (certified public accountant). After training and working at KPMG, one of the largest international public accounting firms in the country, time as a Controller for a mutual fund company then onto a wealth management firm, I founded Discepoli Financial Planning in 2004 specifically help everyday people with their finances in the Cincinnati, OH area.
My clients choose to work with me because they are looking for a straight-forward, honest, easy-to-understand approach to financial planning. I do not sell any products or receive any commissions; therefore all of my advice is based solely around helping you achieve your goals.
I have a Bachelor’s degree from the University of Notre Dame (Go Irish!) and have completed the Executive Development Program at the Kellogg School of Management at Northwestern University.
I live in the Cincinnati area with my wife and two kids (when they are home from college), and have been actively involved as a Coach, on School Boards and served in a variety of volunteer positions.