Our Team

 

 

Diego Vallota

I am a seasoned professional with experience and expertise across a broad range of financial issues. My goal is to act as an advocate for you and your family, creating long-term, personal relationships dedicated exclusively to helping you reach your financial goals and live your dreams. I have worked in wealth management for eighteen years.

Concentric allows me the unique opportunity to truly partner with clients and develop a comprehensive *financial plan incorporating all of our clients' assets not just those under management. I am extremely service-oriented and put the needs of my clients as the highest priority.

My family and I live in Mt. Lookout. I am an active member of Christ the King Parish and have been involved in many charitable organizations such as C.I.S.E, Children's Hospital and The United Way. I maintain a series 7,65, and insurance licensed.

 

 

 

 

Eugene Schindler

I am a CPA and also maintain my Series 7, 66 and insurance licenses. I hold a B.B.A degree in Accounting from the University of Kentucky and MBA from Xavier University.

I have extensive experience with closely held companies in the manufacturing, service, real estate and contracting industries. In addition, I have experience with business acquisitions, valuations and have served as an "expert witness" on a number of occasions.

I have been involved with CBC Foundation, St. Xavier High School Extravaganza Raffle, Treasurer of the Northern Kentucky Symphony and Board Development Chair of Northern Kentucky Farmer's Market. I also served two years on the City of Crescent Springs City Council. I am a graduate of the Leadership Northern Kentucky and was awarded one of Cincinnati's 40 Under 40 honors.      

 

 

 

 

Cheryl Pemberton

I have been in the financial service industry for 16 years.  I am responsible for all aspects of client administration. One of my goals is to make your experience with us exceptional.

I have a 14 year old daughter and I am the proverbial "soccer mom" having not missed one game in 9 years; even during tax season.  I am active with the Adopt-A-Class Program as the Business Coordinator at Burke & Schindler, PLL for the last 9 years.  Along with my co-workers, we strive to be a positive role model and help develop practical and social skills of inner city elementary age children.

Vince 

 

 

 

Vince Forte

I am an investment professional and maintain Series 7, 66 and insurance licensing. I received a B.B.A. in Finance from the University of Notre Dame where I concentrated on building a sound knowledge of the financial markets. I have prior experience in the investment management field and most recently worked for Fifth Third Bank Capital Markets. Investing is my passion and I have sought to develop a deeper understanding of the industry so that I might be able to assist others in building a prosperous future and reaching their financial goals. I consider it a privilege to help you realize your dreams and, in serving you, endeavor to transform challenges into opportunities.

Outside of work I like to spend my time outdoors and enjoy golfing, fishing and skiing. I am a big fan of the Cincinnati Reds and Bengals as well as the NHL. I enjoy reading American History and would describe myself as a classic car and airplane enthusiast. I have two dogs, Marvin and Simon, and live in Green Township. I am a member of the ND Club of Cincinnati and volunteer with the Dragonfly Foundation.