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Women Who Move - March 2021

Page 10

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2021

PHOTOGRAPHS BY RYAN BACK

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L to R: Holly Mazzocca, Lori Poole, and Kelley Downing

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WOMEN WHO MOVE CINCINNATI 2021

BARTLETT WEALTH MANAGEMENT

HO LLY MAZZO CCA, PRESIDENT; LORI POOLE, WEALTH ADV I S OR; KELLEY DOWNING, EXECUTI V E CHAI R

Genuine, trusted, highly-credentialed, visionary, and impeccable client service are words often used to describe Bartlett Wealth Management. Which is why it is no surprise that these reflect the legacy of Kelley Downing’s leadership. Recently transitioning from her longtime role as President and CEO, Kelley is passing the baton to Bartlett’s rising generation of female leaders. Incoming

President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for Bartlett clients and within the community, while Wealth Advisor and Principal Lori Poole blends her keen industry acumen, interest in helping people, and strong strategic problem-solving skills in her new role on Bartlett’s Management Committee. Under their leadership, the Bartlett team provides customized

investment and financial planning services to high net worth individuals and their families, foundations, endowments, and nonprofit organizations, offering financial peace of mind and a pathway toward achieving their clients’ dreams. z

600 Vine St., Suite 2100, Cincinnati, OH 45202, (513) 621-4612, https://bartlett1898.com/

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WOMEN WHO MOVE CINCINNATI 2021

SPECIAL ADVERTISING SECTION

LISA COORS MBA, ACE-MES, ACEHEALTH COACH OWNER, COORS CORE FI TNES S; COFOUNDER, PARKI NS ON COMMUNI TY FI TNESS

Lisa Coors, MBA, is the owner of Coors Core Fitness (CCF), the leading medical fitness studio in the Cincinnati area. Started in 2006, CCF has become the referral source for numerous physician practices and physical therapy centers. Lisa is certified through the American Council on Exercise as a Medical Exercise Specialist and Health Coach. Lisa is also a national presenter in the fitness industry where she presents on chronic disease management and Parkinson’s exercise. She has written numerous publications and is one of the authors for the American Council on Exercise: Medical Exercise Specialist Manual. In 2019 she cofounded Parkinson Community Fitness, a nonprofit, 501(c)3 facility located in Blue Ash, Ohio, that provides a place for people with Parkinson’s to go for exercise, support, and social activities. She is also a member of the Xavier University Women of Excellence Committee and the Xavier University College of Professional Science College Advisory Board. Her passion in life is to provide exercise as medicine to the clients and members she serves each day. z 7693 Beechmont Ave., Cincinnati, OH 45255, (513) 233-2673, www.coorscore fitness.com

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WOMEN WHO MOVE CINCINNATI 2021

ELIZABETH MANGAN

CEO, MI LLER-VALENTI NE GROUP

Elizabeth joined Miller-Valentine in 2008 and was appointed CEO in 2018. The company has undergone a significant transformation under her leadership, more than doubling its revenue from construction and development projects while selling multiple ancillary business lines. Elizabeth and the new executive team now own the company, founded in 1963. Elizabeth seized the challenges of 2020 as an opportunity to implement processes that focused on continuous improvement throughout the organization, ensuring the construction team delivered on the commitments to their clients. In addition to completing many high-profile projects, new construction/renovation of more than 5 million SF commenced in several states, including Florida, Georgia, Kentucky, Ohio, Pennsylvania, South Carolina, and West Virginia. Looking to 2021 and beyond, Elizabeth’s goal of a “Best In Class” contractor remains a top priority, which she shares and instills throughout the company she leads. Elizabeth is a member of the Board of Trustees and Executive Committee of The Good Samaritan Hospital Foundation, and a member of the board for both Adopt-A-Class and the Cincinnati Regional Business Committee. z 9349 WaterStone Blvd., Suite 200, Cincinnati, OH 45249, (513) 774-8400, www.mvg.com

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WOMEN WHO MOVE CINCINNATI 2021

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MCM CPAS & ADVISORS

STEVIE UPCHURCH, AS SURANCE SENI OR MANAGER; BRIDGET WRIGHT, AS SURANCE SENI OR MANAGER; A NNA MARIE REILLY, TAX SENI OR MANAGER; EMILY HEIDT, TAX S ENI OR MANAGER

More than 10 years ago, MCM CPAs & Advisors was formed and has now become a large regional accounting fi rm with offices in Ohio, Kentucky and Indiana. MCM provides full-service CPA and advisory services to a broad range of clients in diverse industries. The firm operates on their core values: “People Matter, Leaders Inspire, Excellence Rules” and incorporates these beliefs into everything they do. The firm is not only committed to providing relevant services to their clients, solving the problems that keep them up at night, but they are also dedicated to making their employees’ growth and development a priority. The firm has created committees and programs designed to promote the women in the fi rm and has been a seven-time honoree of the Accounting MOVE Project’s “Best CPA Firms for Women” list. The firm not only invests in women, but all of their future leaders by nurturing their skills and fostering relationships with the current management to gain experience and wisdom. z

201 E. Fifth St., Suite 2100, Cincinnati, OH 45202, (513) 579-1717, www.mcmcpa.com L to R: Stevie Upchurch, Bridget Wright, Annamarie Reilly, and Emily Heidt

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WOMEN WHO MOVE CINCINNATI 2021

JERI O’BRIENLOFGREN E X E CUT I V E SAL ES VICE PRES I D E N T, S I B CY CL INE

For the past 29 years, I have been committed to helping Cincinnatians fi nd a place to call home. My business is built on the old fashioned principles of hard work, trust, and building relationships, while continuing to evolve in the ever-changing real estate landscape. I grew up in Madeira and raised my children—two of whom have built their own careers with Sibcy Cline Realtors— in the Montgomery area. We are proud to work for a company that is committed to giving back to Cincinnati, the city that has brought our family, friends, and neighbors so much happiness over the years. I would love to help you, too, fi nd a place to call home. Please reach out to me any time! Warmest Regards, Jeri O’Brien-Lofgren z 9979 Montgomery Rd., Cincinnati, OH 45242, (513) 266-8568, https://jobrien. agents.sibcycline.com

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WOMEN WHO MOVE CINCINNATI 2021

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PURE BARRE OAKLEY

SUSA NNAH CROCI A ND KENDRA NORTHGARD, OWNERS

Susannah Croci and Kendra Northgard are on a mission to create, serve, and encourage the local community through Pure Barre. Pure Barre Cincinnati - Oakley is a group fitness and apparel boutique on Madison Road specializing in the original barre technique: Pure Barre. Kendra, Susannah, and their team have helped hundreds of women achieve their fitness and lifestyle goals through this intelligent workout while cultivating an encouraging atmosphere for their ever-growing community. The Pure Barre Cincinnati Oakley environment is a safe and fun place that offers its members accountability, while challenging them both physically and mentally, and achieving positive, life-changing results. Pure Barre is a transformational exercise designed to lift, tone, and lengthen muscles using small, isometric movements. Th is low impact technique is so much more than a workout. It’s a lifestyle. Visit Kendra and Susannah at Pure Barre today to experience this holistic fitness experience that extends beyond the barre. z 3083 Madison Rd., Cincinnati, OH, (513) 321-5800, www.purebarre.com/ oh-cincinnati L to R: Susannah Croci and Kendra Northgard

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WOMEN WHO MOVE CINCINNATI 2021

REGINA CARSWELL RUSSO CEO/CHIEF STRATEGIST, RRI GHT NOW COMMUNI CATI ONS

“Life and Death are in the Power of the tongue.” That proverb is a guiding principle for RRight Now Communications, a Communications Consultancy founded by veteran brand storyteller Regina Carswell Russo. As CEO/Chief Strategist Regina pairs innovation and gold standard strategies from her 30 years of experience as a broadcast journalist, published writer, award-winning marketer, and PR professional to solve some of the most complex communications problems for her clients. Through strategic/crisis communications, public speaking coaching/media interview training, and media relations/ stakeholder engagement, Regina helps her clients connect to their desired audience, getting them to listen, feel, and then act. Not surprising the biggest client base are CEOs—a great number of whom are women who need to use their voices to amplify a message for positive results. Don’t we all want the power to cut through the noise and tell our own story? You can, rright now! z

P.O. Box 8696, Cincinnati, OH 45208, (513) 315-1326, www.rrightnow.com

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WOMEN WHO MOVE CINCINNATI 2021

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BARBARA A. TURNER, CRCP

PRESIDENT A ND CHIEF EX ECUTIVE OFFICER, OHI O NATI ONAL FI NANCI AL S ERV I CES

Barbara Turner’s personal mission aligns with Ohio National’s mission to make a difference in your life by helping you (policyholders, field partners, associates, and community) achieve financial security and independence today—and for generations to come. A strong advocate for women and children, she serves the community in many capacities, including as chair-elect/ vice chair of the United Way of Greater Cincinnati Board of Directors, serving Advocates for Youth Education, Cincinnati State Technical and Community College, the Women’s Fund, and many other organizations. “The COVID-19 pandemic validates that Ohio National serves a critical role in society,” Barbara says. “I am passionate that our mission, products, and services help keep families together, businesses going and dreams alive.” Barbara joined Ohio National in 1997, became the 11th president and chief operating officer in November 2018 and CEO on January 1, 2021. She is the first female and person of color to hold this position. z One Financial Way, Cincinnati, OH 45242, (800) 366-6654, ohionational.com

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WOMEN WHO MOVE CINCINNATI 2021

JANET GILLIGAN ABARAY

MA NAGING SHAREHOLDER, BURG SI MPSON OHI O

Janet Gilligan Abaray is the managing shareholder of Burg Simpson Cincinnati. After opening a law office in 2000, she became Lead Counsel in several notable cases, which led to her joining Burg Simpson in 2006. Under her leadership, Burg Simpson’s Cincinnati office has become nationally recognized in class actions and mass torts. Ms. Abaray has received awards from

the National Trial Lawyers, Super Lawyers, Best Lawyers, the National Diversity Council, and the Carl B. Rubin Legal Society. In 2019 she was honored as the Outstanding Alumni of the University of Cincinnati College of Arts & Sciences. z 201 E. Fifth St., Suite 1340, Cincinnati, OH 45202, (513) 852-5600, www.burgsimpson. com/ohio

TIFFANY ALLEN-ZEUCH

EX ECUTIVE SALES VICE PRESIDENT/REALTOR, TI FFANY ALLEN-ZEUCH/ S I B CY CLI NE

I have been a Realtor in the Cincinnati market since 2002. I am a lifelong resident of the northern suburbs of Cincinnati. I have been the No. 1 agent in my West Chester office since 2012 and a top agent at Sibcy Cline for many years. I focus on residential, new construction, and relocation moves. I believe listening, communication, and providing top notch service and marketing to

my clients is what makes my business successful. Whether you are buying/ selling a $75,000 home or a $2 million home, I treat all my clients with the same amount of respect and I think of my clients as friends. z

7677 Voice of America Center Dr., West Chester, OH 45069, (513) 349-7311, www.tazhomes. com

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WOMEN WHO MOVE CINCINNATI 2021

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PHYLLIS G. BOSSIN

FOUNDER A ND PRINCIPAL, PHYLLI S G. B OS SI N & ASSOCI ATES

Phyllis Bossin is a practicing attorney, representing clients in complex family law cases, bringing her wealth of expertise to assisting in the resolution of these difficult matters. She proudly mentors law students so that they can enter the practice of law with experience working with clients and understanding the complexity of the law. Phyllis is and has been in-

volved in many capacities with the American Bar Association and currently works actively with the Immigrant and Refugee Law Center, which provides much needed service to the immigrant population as they face daunting legal challenges. z 201 E. Fifth St., Suite 1910, Cincinnati, OH 45202, (513) 4214420, www.bossinlaw.com

CATRENA BOWMAN-THOMAS

EXECUTIVE DIRECTOR, NORTHERN KENTUCKY COMMUNI TY ACTI ON COMMI S SI ON

Catrena Bowman-Thomas has served as the Executive Director for Northern Kentucky Community Action Commission (NKCAC) since July 2018 and has over 25 years of experience with Community Action Agencies. NKCAC is a leading nonprofit in Northern Kentucky, serving over 20,000 individuals with a range of programs to help families on the path to self-sufficiency. During her

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tenure at NKCAC, Catrena has led the agency in creating solutions that reduce and eliminate systemic racism, such as creating a diversity and inclusion policy, implementing internal discussion groups, launching a What Is The Protocol Initiative, and hosting town hall events. z 717 Madison Ave., Covington, KY 41011, (859) 581-6607, www.nkcac.org


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WOMEN WHO MOVE CINCINNATI 2021

CHARM AT THE FARM VINTAGE MARKET

A MY DOYLE A ND JAYME KUENKEL, OWNERS

Five years ago, these besties joined forces to make their rustic dreams a reality, transforming Amy’s farm into the dreamy open-air market now known as Charm at the Farm. Amy is a wife, mom of three, and a city girl at heart. She is passionate about curating only the best, unique vendors and creating a shopping experience like no other. Jayme is the creative force behind the scenes as Charm’s web and

graphic designer. She also runs multiple other local businesses while balancing life as a wife and mom of four girls. Join Amy and Jayme at Charm at the Farm in 2021 as they celebrate five years since Charm began. S AV E T H E D AT E S : June 11–13, August 20–22, October 15–17 z 4953 Bunnell Hill Rd., Lebanon, OH 45036, http://charmatthe farm.com

L to R: Amy Doyle and Jayme Kuenkel

ELLIE KOWALCHIK

REALTOR/ TEA M LEADER, THE MOVE2TEAM

In a few short years, Ellie Kowalchik (of Keller Williams Pinnacle Group) has grown the Move2Team into a top-ranked Cincinnati real estate sales team. The full-service team includes nine licensed agents, a transaction coordinator, marketing director, client concierge, stager, and photographer. The team’s digital marketing specialization maximizes property exposure through fully-integrated advertising campaigns, and their cli-

ent-focused methodology truly sets them apart. Ellie and her team are renowned for providing an unparalleled client experience, using their vast market expertise and the latest technology in a multifaceted approach to guide clients through every step of even the most complex real estate transactions. z

6377 Branch Hill Guinea Pike, Loveland, OH 45140, (513) 6977355, www.Move2Team.com

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WOMEN WHO MOVE CINCINNATI 2021

SPECIAL ADVERTISING SECTION

SUE LEWIS

EX ECUTIVE SALES VICE PRESIDENT, S I B CY CLI NE

For the past 35 years, selling homes has been an exciting, challenging, roller coaster for Sue Lewis—and especially now that Cincinnati has become the country’s fastest-selling residential market. Sibcy Cline’s Westside Sales Leader for 27 years, Sue has ranked No. 3 in Cincinnati in individual residential sales the last two years. Her recipe for success? A strong work ethic, com-

munity involvement, and being accessible to clients. “You have to act fast and with discernment in this red-hot market,” Sue says, adding, “I’m honored that clients trust me to help them make the biggest fi nancial decisions of their lives.” z

9250 Winton Rd., Cincinnati, OH 45231, (513) 324-8095, www. sibcycline.com/sueslewis

MICHELLE MORALES-DENISOFF CEO, LI ONA ENTERPRI S ES, I NC.

Michelle Morales-Denisoff is the Chief Executive Officer of Liona Enterprises, an information technology firm that develops products and solutions for government and commercial clients. Originally from the Philippines, Michelle and her family moved to Los Angeles when she was 15, where she started her first job with McDonald’s and ignited her interest in business. In 2001, she graduated from Loyola L to R: Beatrice Ridmann, Carley Courts, Michelle Morales-Denisoff, and Lisa Durr

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Marymount University with a degree in business administration, and later received her MBA from Pepperdine University. After working in IT for 15 years, her ambition led her to start her own company after moving to Ohio in October of 2013. z

1212 Sycamore St., Suite 42, Cincinnati, OH 45212, (888) 730-3986, https://lionaenter prises.com


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WOMEN WHO MOVE CINCINNATI 2021

JAMIE M. POWELL, CFP ®

CERTIFIED FINA NCIAL PLA NNER, CAPI TAL ADV I S ORY SERV I CES , LLC

Today, women are determining their own destiny more than ever and I have enjoyed a 34 year career of helping women “take control” of that destiny. Our vision at Capital Advisory Services, LLC is that every client achieve fi nancial independence. My personal goal of adding value to our client’s overall fi nancial health has led to a very satisfying career. Financial planning is generational. We service

multiple generations of clients across the country from our West Chester and Van Wert offices. z Registered Representative of and securities off ered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services off ered through Capital Advisory Services, LLC. Capital Advisory Services, LLC is independent of BFCFS.

8240 Beckett Park Dr, Ste B, West Chester, (513) 942-7000, CapAdvisor.net

JUDY RECKER

EX ECUTIVE SALES VICE PRESIDENT, JUDY RECKER, SI B CY CLI NE REALTORS

Sibcy Cline realtor Judy Recker has generated over $900,000,000 in residential home sales in her 44-year career. A native Cincinnatian, Judy enjoys being a SPCA Board Member and volunteering with the USO Tribute Committee. She lives in pastoral, tranquil Indian Hill, and counts Indian Hill clients as friends—women who move and improve the city. She salutes: Kathleen Cail, board member for Starfire Council and global

organization POSITIVE EXPOSURE; Jen Painter Castellini, who has co-chaired the Cincinnati Zoo’s Zoofari; Kelli Hamilton, coordinator of a community garden whose bounty will be shared with the needy; and Angie Strader, who oversees COVID-19 vaccinations for a TriHealth location. z

8040 Montgomery Rd., Cincinnati, OH 45236, (513) 500-7003, www.sibcycline.com/jrecker

L to R: Judy Recker and Trudi Ashinger M A R C H 2 0 2 1 C I N C I N N AT I M A G A Z I N E . C O M 7 7


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