Broker Check

Our Team

Charles W. Maxim, CFP®

(513) 229-3650

(513) 229-3680

[email protected]

Charlie Maxim began his career as a financial advisor in 1994. He earned the designation CERTIFIED FINANCIAL PLANNER™ professional in 1997 and maintains the ongoing continuing education requirements for this certification. Shared...

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Jason Jones

Client Services Manager

(513) 229-3650

(513) 229-3680

[email protected]

Jason joined Shared Vision Advisors in 2012 as Client Services Manager with 12 years of experience in financial services. Clients of Shared Vision Advisors can count on Jason to provide friendly and efficient assistance as he handles...

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