Our Team
Over 35 years of experience in the aerospace and investment industries prepared Steve to own and operate IWM. Steve held executive positions in public, private and private equity businesses. Steve is committed to providing the same attention to clients’ needs as he does for his family. His focus is on client engagement, developing financial plans and managing portfolios.
Steve became registered as a Certified Financial Planner, CFP®, with the Certified Financial Planner Board of Standards, Inc. in 2007. He completed the Kaplan University program in Financial Planning in 2005 and passed the NASAA Series 65 Investment Advisor Law Examination administered by FINRA in 2004.
Steve received a B.S. in engineering from The Ohio State University and a M.S. in engineering from the University of Cincinnati. Steve is a veteran of the US Army National Guard and achieved the rank of Eagle Scout from the Boy Scouts of America. Steve lives in Loveland, OH, with his wife and business partner, Janet. He enjoys spending time with his family and dogs, Owen and Roscoe. Steve enjoys exercising, participating as a member of Queen City Angels and volunteering for Clermont County CASA.
Steve’s previous employers include Carpenter Technology Corp., Alcoa Inc. (formerly Firth Rixson), Spectrum Metals, Polymet Corp., Interturbine (now owned by Raytheon Technologies) and GE Aviation.
Janet has extensive experience with the Fidelity Wealthscape™ platform, creating and maintaining client accounts, asset transfers and automating deposits/withdrawals. She also serves as IWM’s Chief Compliance Officer.
Janet passed the NASAA Series 65 Investment Advisor Law Examination administered by FINRA in 2004.
Janet has long been involved in the community in leadership roles for the L.I.F.E. Food Pantry, St. Columban Catholic Church and Pregnancy Center Plus. She also has significant firsthand experience caring for aging parents. Prior to starting her family, Janet received her B.A. in marketing from Xavier University and worked in the personnel recruiting industry as an Account Manager. In addition to the business that she operates with Steve, she enjoys spending time with family, walks with the dogs and Jazzercize classes.
The Law Office of Nancy J. Burns LLC
250 East Fifth St., Suite 1500
Cincinnati, OH 45202
www.nancyburnslaw.com
Nancy J. Burns’ practice is concentrated in the areas of Estate Planning and Wealth Preservation, Probate and Trust & Estate Administration, and Tax Planning. She also advises families who are caring for elderly parents and has experience in arranging provisions for pets if the owner becomes disabled or dies.
Nancy frequently speaks to parents’ groups about the importance of estate planning and wealth preservation. She is the mother of four children and is active in the International Adoption Center at Cincinnati Children's Hospital Medical Center.
Nancy received her J.D. in Law from the Salmon P. Chase College of Law of Northern Kentucky University and her B.A. from Northern Kentucky University. She was admitted in 1995 in Ohio and is a member of the Ohio State Bar Association and the Cincinnati Bar Association.
Emily Creevy Weithman’s expertise is in personal and small business tax preparations. She also has experience in indirect taxes and bookkeeping services.
Emily was born and raised in Cincinnati but currently lives in Saint Louis. She works part time while spending the rest of her days at home with her three small children.
Emily graduated from Fisher College of Business at The Ohio State University in 2014. After graduation she worked for a large corporate firm focusing on indirect tax. Since 2017, Emily has been an independent contractor, specializing in personal and small business tax preparation. She has been a CPA since 2014.
Fidelity Institutional Wealth Services®
Brokerage Services
Our recommended provider of custodial and brokerage services is Fidelity Institutional Wealth Services®, a leading service provider to Registered Investment Advisors, Trust Institutions and Third-Party Administrators.
Through the Fidelity Institutional Wealth Services® Wealthscape™ platform, IWM has access to a wide range of investment products and tools for use in managing clients’ investments. The platform also provides our clients with full access to the support of Fidelity Investments. Through our relationship with Fidelity Institutional Wealth Services®, you can receive simplified, consolidated statements each month reflecting all your investment positions and transactions in your Fidelity Investments® brokerage account(s).
Fidelity Investments is an independent company, unaffiliated with Integrity Wealth Management, LLC. Fidelity Investments is a service provider to Integrity Wealth Management, LLC. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Integrity Wealth Management, LLC and does not guarantee or assume any responsibility for its content. Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
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