We are pleased to announce the addition of Peter C. Bohrofen AIF®, and Tom Fields to the 9258 Wealth Management family!
Pete comes to us from Wells Fargo Advisors where he served as a financial advisor for the last 8 years. He has a 20 year career in the financial services business.
Tom is a lifelong resident of Northern Kentucky, and joins us from KeyBank. Tom was most recently involved in business development in the Greater Cincinnati Market.
Welcome Pete and Tom!
Oakwood Advisory Group, LLC is a Texas registered investment advisory and financial planning service that exists to all can prosper by being curious and trustworthy. We offer planning services, traditional investments and uncommon investment opportunities.
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Pete Bohrofen, AIF®, joined 9258 Wealth Management in March of 2018. Pete attended the University of Cincinnati and has a 20 year career in the financial services business. Most recently, Pete worked 8 years with Wells Fargo Financial Advisors. Pete works with individuals, retirees, corporations, and public employees. He specializes in comprehensive financial, retirement, and estate planning for clients throughout every stage of life.
Pete earned the Accredited Investment Fiduciary (AIF) designation in 2012 based on the standards set by the Center for Fiduciary Studies administered by fi360. Accredited Investment Fiduciary designees have the training and skill to implement a prudent process into their investment practice as well as being able to assist others in implementing proper policies and procedures. Annual continuing education requirements maintain dedication to continuous improvement and fiduciary excellence. AIF was named one of the “Ten Most Wanted” designations in the investment industry by Financial Planning Magazine. https://www.fi360.com/main/pdf/codeofethics.pdf
Pete has been an active member of the Boy Scouts of America, and earned the Eagle Scout rank, which is the highest achievement in the Boy Scouts of America. Pete is the current President of the Fraternal Order of Police Associates Queen City Lodge #4, and an active member of the Hamilton County Fire Chiefs Association, Butler County Fire Chiefs Association, Warren County Fire Chiefs Association, Miami Valley Fire and EMS Alliance, Greene County Fire Chiefs Association, and Hamilton County Police Association. Pete volunteers in his community where he is a member of the Fairfield Township Zoning Commission and Fairfield Township Community Improvement Corporation.
Pete is a resident of Butler County, Ohio, where he lives with his wife Christin and two children, Carter and Elise. Christin is an Ironman Certified Coach/USAT level one Coach, and a cycling and group exercise instructor.
