Charlie began his career in financial planning in 2006 and has experience in sales, operations, and financial planning.  His greatest value is helping clients maximize their income in retirement while navigating the risks associated with it.  He brings a servant attitude and enjoys the research and continuing education required to stay on top of what’s going on in the financial planning industry.

Charlie has a Bachelor of Science degree in Business from Miami University. He has credentials from:

• CERTIFIED FINANCIAL PLANNER™
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Chartered Advisor for Senior Living (CASL)
• Retirement Income Certified Professional (RICP)
• Bucket Plan Certified (BPC)
• National Social Security Advisor (NSSA)
• Tax Planning Certified Professional (TPCP)

He is the president of the Southwestern Ohio chapter of the American Financial Alliance (AFEA). 

Charlie resides in Monfort Heights with his wife, Kory, and three children, Libby, Maya, and Caleb.  They attend St. Ignatius of Loyola Parish and Crossroads Church.  In his very little free time, Charlie enjoys golf, camping, and skiing.  Prior to kids, he completed over 25 marathons and ultra-marathons, and two Ironman triathlons.

Diana Hooker prepares tax returns for our clients at a reduced fee.  Diana graduated from University of the Cumberland (then Cumberland College) with a Bachelor of Science in Business with an area of concentration in accounting. She is an accomplished accountant with over 20 years of experience in the financial field. Diana is also an event educator and speaker, presenting such programs as "Let's Talk Taxes."  As a John Maxwell Team Member Diana coaches individuals on Leadership and Personal Growth.

With her experience and background, she is able to offer a full service accounting solution including Bookkeeping, Accounts Receivables, Accounts Payable, Inventory Management, Sales and Use Tax Collection and Reporting for entire US, Financial Statements, Industry Metric Reporting, Job Costing, Full-Service Payroll, Corporate and Personal Income Tax Preparation for Federal, State and Locals and Intuit ProAdvisor.

* Diana Hooker is not affiliated with Prosperity Capital Advisors.

Kim joined the Medicare BackOffice team in 2018 and has stayed busy helping clients meet their insurance needs ever since. She is currently licensed in all 50 states and the District of Columbia. As part of the team at Medicare BackOffice, Kim understands that no two clients are identical and as a specialist in Medicare insurance coverage, she knows how daunting it can be to learn about Medicare and all the options. That’s why she spends time getting to know her clients and helping them select the right plans from the fifteen plus insurance companies offered through Medicare BackOffice.

Kim and her husband have been adjusting to life as empty nesters as her two incredible stepsons have moved out of the house and gone off to college. This gives the couple more time to enjoy taking road trips and tending to their landscaping. In their garden, they even grow their own hops for another one of the shared passions, home brewing.

Click here to schedule a phone call with Kim

* Kim Krebs-Murnane is not affiliated with Prosperity Capital Advisors.

Kim Kinsey is a registered notary and Retirement Matters’ office administrator, where she is responsible for managing incoming requests and questions at the reception desk and providing exceptional customer service. A licensed notary, she loves being the first and last person our clients see when they visit, and is passionate about making sure each person feels like they have had a meaningful connection.  

Education & Experience 

Kim studied mathematics at Grace College in Indiana before earning her master’s degree in education from Miami University. With her more than 15 years of experience in the financial services industry, Kim is an asset to Retirement Matters who has taken on a wide range of duties and responsibilities, including the application process, tracking business, and managing other client service needs. 

Get to Know Kim 

Outside of her work with Retirement Matters, Kim and her husband, Alan, are active in their parish, 4 Corners Church in West Chester. She especially loves to sing during services and has also served on the worship team at other churches. She enjoys lifting weights and swimming for exercise and owns and operates her own Mary Kay business when she’s not at Retirement Matters assisting clients. 

Elizabeth “Liz” Austin is a detail-oriented para-planner, client support agent, and marketer with over 15 years of experience in the financial services industry. Since 2007, Liz has gained a diverse range of expertise, including in trading, operations, and financial planning. At Retirement Matters, Liz’s role primarily revolves around preparing comprehensive financial plans for clients, assisting with marketing efforts, and ensuring exceptional client service. Her passion for helping others, coupled with her industry experience, enables her to make a meaningful impact on the lives of her clients. 

Education & Experience 

Liz earned her Bachelor of Science in Public Relations from Northern Kentucky University, where she gained a strong foundation in effective communication, a skill she now applies in all aspects of her work at Retirement Matters. Over the years, Liz has built her career in the financial services industry, having worked in trading, operations, and financial planning across various firms in the Cincinnati area. Her current responsibilities include preparing detailed financial plans, overseeing marketing initiatives to promote the firm, and providing outstanding client service. Liz’s broad skill set allows her to approach every task with precision, ensuring that every client receives the care and attention they deserve. 

Get to Know Liz 

Outside of her professional life, Liz enjoys spending time with her husband, Sam, and their three children in West Chester. The family is active members of Center Pointe Christian Church and St. Michael’s in Sharonville. Liz has a passion for cooking and finds joy in tending to her garden, activities that offer a creative and relaxing outlet after a busy day. Liz is committed to maintaining a balance between her thriving career, her faith, and her family, making her a strong advocate for both personal and professional growth.