1-513-381-0001 Monday-Friday, 8am - 4pm
info@clarifywealth.com Drop us a line anytime!
50 E-Business Way Cincinnati, OH 45241
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1-513-381-0001 Monday-Friday, 8am - 4pm
info@clarifywealth.com Drop us a line anytime!
50 E-Business Way Cincinnati, OH 45241
toggle menu

About Us

Emily Trimble

Emily is a graduate of Capital University. She came to Clarify Wealth Management from the insurance industry and brought her passion for helping people with her. As an Administrative Associate, she loves to build relationships with clients and make their day brighter as she assists in meeting their needs.

While out of the office, Emily spends time with her family and friends, her husband, Chris, and her dog, Bonnie. She is passionate about music and the arts. She also loves to travel, especially to theme parks and warm beaches.

Emily Trimble

Administrative
Associate

Get to know the rest of the team

Clarify Wealth is a group of financial experts with a common purpose.
We believe in great communication, leading with integrity, and service to others.

James Brandenburgh

Chief Executive Officer
& Partner

Aubrey Ramey

Chief Operating Officer
& Partner

Brad Clark

Chief Investment Officer
& Partner

Adam Lisowsky

Director of Financial Planning

Tanner Stepp

Financial Advisor

Chad Baxter

Financial Advisor

Jake Walker

Financial Advisor

Nancy Brunner

Office Manager

Denise Kaeser

Administrative Assistant

Jill Weiler

Process
Coordinator

Emily Knight

Administrative
Associate

Mary Fehrenbacher

Administrative
Assistant

Interested in learning more about our advisors? BrokerCheck helps you make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information. See our broker's employment history, licensing information and regulatory actions, arbitrations and complaints through Brockercheck by FINRA.

Martin Kubik, CPA/PFS

Retired, Founding Member

Kathleen J. Laurin

Retired, CLU/ChFC

Patricia N. Hanna

Retired, Founding Member

Harry W. Archer

Financial Advisor,
Deceased (2023)
About Us

Securities offered through LPL Financial, member FINRA
/SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, ME, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Investment Advice offered through Clarify Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Contact Info

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