Broker Check

David Wood and Nick Van Horn
1120 Cottonwood Drive
Suite 2
Loveland, OH 45140
(513) 774-9049

Jess Bennett
5995 Fairfield Rd
Suite 5
Oxford, OH 45056
(513) 523-1515

 

Team

At Artisan Square Financial Group, we are a team of like-minded financial professionals who share the same core values.  We all have a passion for serving people, hearing and getting to be a part of their stories, and helping them reach their financial goals.  We see what we do as a craft.  A combination of art and science that requires skill, dedication, creativity, and care.  Our passion means that we are emotionally invested in our clients and the work we do for them.  We look forward to creating something unique with you.

 
I have over thirty years of experience in finance and accounting with the last fourteen years specializing in financial services. My wife Ruth and I recently celebrated thirty-four years of marriage and we live in Loveland, OH. We...

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I believe that everyone deserves a quality financial plan from an advisor who listens and cares. I also believe financial advice should not be approached with a “one size fits all” mentality. As such, I provide my clients...

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Financial planning requires technical knowledge which most people have neither the time nor the tools to handle on their own. The advice available in books or on the internet is written for a general audience and fails to...

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Betsy Wilson

Client Service Associate

(513) 774-9049

(513) 683-3168

As Client Service Associate, my responsibilities include various aspects of the client relationship. I support David Wood, CFP® with client meeting scheduling, new business processing, client record updates, office administration and...

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