Apryl M. Pope CFP®, CPFA®
CERTIFIED FINANCIAL PLANNER™ Professional
Apryl Pope is a CERTIFIED FINANCIAL PLANNER™ Professional and passionate teacher at heart. Apryl and her team work one-on-one with families and business owners to design and implement a personalized plan to pursue their financial goals. As a former high school teacher, Apryl strongly values education and is committed to teaching others about the importance of financial planning and wealth building.
Apryl has a Bachelor’s Degree in Economics from Wittenberg University and a Master’s Degree in Mathematics Education from The George Washington University. In between these two degrees, Apryl lived in the Republic of South Africa for two years servings as a School and Community Resource Volunteer for the United States Peace Corps. She currently lives in Cincinnati, Ohio with her husband and three sons.
Apryl Marie Pope
Education
Winton Woods High School, Cincinnati, Ohio, 1997
Wittenberg University, Bachelor’s Degree, Economics, 2001
George Washington University, Master’s Degree, Education, 2009
Business Experience
Member, Financial Planning Association (FPA), 2018-present
Board of Directors, African-American Chamber of Commerce Greater Cincinnati-Northern Kentucky, 2017-present
Member, Cincinnati USA Regional Chamber, 2017-present
LPL Registered Representative, LPL Investment Advisor Representative, 2017 - present
Registered Representative and Investment Advisor Representative with Ameritas Investment Corp., 2017-2018
Investment Advisor Representative, Capital Choice Investments Advisers, Inc., 2017
Registered Representative CCF Investments, Inc., 2016-2017
Professional Licenses/Designations
Series 6 – Investment Company and Variable Contracts Exam (Mutual Funds/Variable Annuities) – To obtain the Series 6 an initial qualifying exam administered by the Financial Industry Regulatory Authority (“FINRA”) must be passed. Continuing Education requirement include attending an Annual Compliance Meeting and Firm Element Training. Also required to be taken is a computer-based program within 120 days of the second anniversary of obtaining the registration and three years thereafter.
Series 63 – Uniform Securities Agent State Law Exam – To obtain the Series 63 an initial qualify exam administered by the Financial Industry Regulatory Authority (“FINRA”) must be passed. Continuing Education requirement include attending an Annual Compliance Meeting and Firm Element Training. Also required to be taken is a computer-based program within 120 days of the second anniversary of obtaining the registration and three years thereafter.
Series 65 – Uniform Registered Investment Adviser Law Exam (RIA) – To obtain the Series 65 an initial qualifying exam administered by the Financial Industry Regulatory Authority (“FINRA”) must be passed. Continuing Education requirement include attending an Annual Compliance Meeting and Firm Element Training. Also required to be taken is a computer-based program within 120 days of the second anniversary of obtaining the registration and three years thereafter.
*Registrations held through LPL Financial
Jamie Osborne CPFA®
LPL Financial Advisor
Jamie has always been passionate about helping other people. He served his community as a Firefighter and Paramedic for 17 years before deciding to change careers and serve people through financial education and wellness.
Jamie has the heart of a teacher and enjoys providing financial guidance to individuals and families to help them live debt-free lives. Jamie has helped hundreds of families create a plan to build wealth and leave a legacy.
Jamie and his wife, Aileen, have been married for over 20 years and living in Cincinnati, OH, with their daughter and two sons.
Brenda Walker
Brenda spent her working career in customer service and now she is partially-retired and enjoys spending her time with her 3 grandsons. She loves yoga, going to the pool and spending time with her family.
