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Our Team

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Apryl M. Pope, CFP®, CPFA

CERTIFIED FINANCIAL PLANNER™
LPL Financial Advisor

(513) 202-3485
(513) 766-7968
Apryl.Pope@lpl.com

Apryl Pope is a holistic Financial Planner and passionate teacher at heart. As a former Dave Ramsey SmartVestor Pro and Financial Peace University Coordinator, she is deeply rooted in the concept of building wealth by destroying debt and paying yourself first. Apryl and her team work one-on-one with families and business owners to design and implement a personalized plan to pursue their financial goals. As a former high school teacher, Apryl strongly values education and is committed to teaching others about the importance of financial planning and wealth building.

Apryl has a Bachelor’s Degree in Economics from Wittenberg University and a Master’s Degree in Mathematics Education from The George Washington University. In between these two degrees, Apryl lived in the Republic of South Africa for two years servings as a School and Community Resource Volunteer for the United States Peace Corps. She currently lives in Cincinnati, Ohio with her husband and three sons. 

 

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Tracey Brooks, CPFA

Certified Plan Fiduciary Advisor
LPL Financial Advisor

(513) 214-1734
(513) 766-7968
Tracey.Brooks@lpl.com

Tracey Brooks offers a wide range of financial experience, having worked nearly 30 years in the Greater Cincinnati financial and banking sector.  Tracey learned early on that there is no single approach that is right for every individual or family.   With her strong corporate, business, and financial knowledge, Tracey founded Living Legacy Financial Services LLC. Prior to branching out on her own, Tracey was an Investment Executive of Fifth Third Securities’ Wealth Asset Management team.   Building a relationship with her clients is the core of Tracey’s success, and this is proven by customer longevity and on-going referrals.
 
 Growing up in Cincinnati Public Housing and attending Cincinnati Public Schools (CPS), Tracey has been committed to giving back to the community as a Cincinnati Youth Collaboration (CYC) volunteer at one of CPS’s “Girls Clubs” and through varies other volunteer opportunities.
 
Tracey holds a Bachelor of Business Administration degree from Thomas Moore College and several securities licenses.

 

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Jamie Osborne, CPFA

Certified Plan Fiduciary Advisor
LPL Financial Advisor

513-318-9019
513-766-7968
Jamie.Osborne@lpl.com

Jamie has always been passionate about helping other people. He served his community as a Firefighter and Paramedic for 17 years before deciding to change careers and serve people through financial education and wellness.
Jamie has the heart of a teacher and enjoys providing financial guidance to individuals and families to help them live debt-free lives. As a former Dave Ramsey Endorsed Local Provider and volunteer at his local church, Jamie has helped hundreds of families create a plan to build wealth and leave a legacy.
Jamie and his wife, Aileen, have been married for over 20 years and living in Cincinnati, OH, with their daughter and two sons.

 

 

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  •   4555 Lake Forest Dr. Suite 650, Cincinnati, Ohio 45242
  •   513-202-3485
  •   513-766-7968
  •   apryl.pope@lpl.com

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