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A Team of Experienced Professionals: Investing in Your Dreams

You Deserve and Need a Coordinated Approach

Our Professional Team of Financial Planners, Tax Preparers, Attorneys, Insurance Professionals, and Nationally Recognized Independent Money Managers bring you a wide range of experience and skills  and most importantly - deliver this in a Cohesive Team Approach. 

Working in unity, Our Team will help coordinate your Investment, Tax, Legal, Retirement, Insurance, Social Security, and Medicare planning. This can be critical to your success.

Ask yourself: When was the last time (if ever) all of your financial, tax, and legal representatives met together to discuss your plan?

We believe our Team Approach is the best way to support your Dreams and Goals.  

* Legal Services provided by Independent Counsel.  Tax Preparation by RM Tax Services.  Independent Money Managers are not affiliated with Retirement Matters. 

Our team approach adds a high level of cohesiveness to your planning that we feel is critical to your success.

Timothy Wells

Founder / CEO, Wealth Manager

(513) 880-1010

Tim began his career in Financial Planning in 1993. His firm, Retirement Matters, is a Holistic (Comprehensive) Planning company with a focus on helping families who are preparing for and living their Dreams in Retirement.

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Christopher Wharton

Wealth Management Associate

(513) 880-1010

Chris serves clients as an integral part of our Plan Design Team.  Chris also serves as our Medicare Specialist and is heavily involved in our Social Security Plan Design.

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Diane Press

Client Services Manager

(513) 880-1010

Diane brings our Team a Bachelor's in Business and valuable experience in the Financial Services Industry and Commercial Insurance.  Diane enjoys helping clients manage their daily account needs with accuracy and timely implementation.

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Diana Hooker

Tax Planner


Diana graduated from University of the Cumberland with a Bachelor of Science in Business with a concentration in Accounting. Diana is an accomplished accountant and financial planner with over 20 years of experience in the financial field.

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