Cincinatti, OH

Principal, Advisor: Callahan Financial
Kevin is a native Cincinnatian who graduated from the University of Cincinnati. After spending years in Colorado he returned to Cincinnati and married his wife Stacy and they have 4 beautiful daughters and reside in Loveland Ohio.

Prior to joining our team in 2012, Kevin spent 20 years as a small business owner so he brings a lot of life experience to the table. Kevin holds his FINRA 7, 66 and 24 and State Life and Health licenses.

Kevin is active in his community by serving on the Little Miami River Chamber, Loveland Legacy Foundation and the Midwest Rugby Foundation boards. Kevin enjoys trail running, mountain biking, golf and just about anything that includes the great outdoors. Kevin’s coached youth soccer, volleyball, and is a proud member of the Cincinnati Wolfhounds Rugby Football Hall of Fame.

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Words I Live By
Everyone has a story so don’t be so quick to judge.

You Should Know…

• I have 4 beautiful daughters with the oldest being twins.
• I love to ride horses and “cowboy” up.
• I love to ski and snowboard.
• I’ve hosted and or been part of a men’s group for 20+ years.
• We love service projects.
• I’ve run 13 marathons and my wife runs more than I do.
• I’m involved with 2 local restaurants in Loveland Ohio.

My Literary Love
Whatever is on my nightstand

The Best Getaway
My heart feels most at home in the mountains of Colorado but I’ll settle for any of the mountains out west!

My One Seven Reason
We found a team that had similar values to ours as well as organization that had the resources to help us take care of our clients and grow. By leaning on the available resources at OneSeven, it frees me up to spend more time focussing on my clients, my family and areas that will make life better for us all.

 

MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name Callahan Financial, a DBA of MGO One Seven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

Director of Investments: Callahan Financial
Jeff brings over 30 years of investment experience with the last 15 years as the Director of Research for a large firm in Cincinnati. Jeff holds both the Chartered Financial Analyst and the Certified Financial Planner designations. He received his undergrad and graduate degrees from the University of Cincinnati.

In his spare time, Jeff enjoys golf, tennis and just about any other activity that keeps him outside.

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Words I Live By
You are never wrong to do the right thing.

You Should Know…
I love learning about history.

My Literary Love
Any suspense thriller!

The Best Getaway
Vacations with my family.

MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name Callahan Financial, a DBA of MGO One Seven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

Director of Financial Planning, Advisor: Callahan Financial
Al passed his Certified Financial Planner^® test in 2006 and holds the FINRA 7, 66 and State Life and Health licenses. With over 20 years of experience, Al brings a lot of experience and knowledge to the group. Al has been married for 30 years to his wife Felicia, and they have four children.

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Words I Live By
You win with people.

You Should Know…

• I attended Ohio State University on an Evans Scholarship.
• I am currently the Treasurer for the Munich Sister City Association of Greater Cincinnati.

My Literary Love
Failing Forward by John Maxwell

The Best Getaway
Anywhere with my family

My One Seven Reason
The best part about our firm is that we craft a plan that does what is right for each client’s situation, not based on products we can sell.

 

MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name Callahan Financial, a DBA of MGO One Seven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

CEO, Advisor: Callahan Financial
Joe was born in Dayton Ohio. His Father died when he was 4. His mother raised him and his 3 sisters by herself. Lessons came early and often for Joe, and he learned more then anything survival, and simplicity.

Joe saw first hand the challenges his mom faced in a male dominated world. As a result, Joe works with a lot of women – Championing with them – financial victories, and security.

Joe is married to Michel and has 2 sons. Patrick, and Daniel.

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Words I Live By
Do what you say you will do. Finish what you start. Show up on time. Say please and thank you. Find the good… Be positive.

You Should Know…

• Joe played Rugby for 25 years.
• Joe loves to dive and has been certified for 20 years.
• Joe has a horse, loves to ride and fashions himself as a bit of a cowboy.
• Joe coached every sport his boys played growing up.
• Joe loves Dogs.
• Joe loves to throw a party!

My Literary Love

• Of course the good book…. The Bible
• Mitch Pap series
• Harry Potter sereis
• US Grants memoirs
• Anything CS Lewis
• Anything John Eldridge

The Best Getaway
Do I have to pick just one?

• The fall Gather of Cow’s in the mountains – taking them to winter pastures.
• Golfing in Scotland/Ireland.
• Beach house in the Caribbean
• Hiking in the Alps

My One Seven Reason

• De risk.
• Delegate back office and compliance
• Become part of an Enterprise

MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name Callahan Financial, a DBA of MGO One Seven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.