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Meet Jay Lame

Meet Our Wealth Advisors

Jay Lame, CFP®

Wealth Advisor


At Lenox, we make it our focus to engage and serve a highly robust and diverse clientele –– men and women of all ages, young couples just starting out to those with growing families, young entrepreneurs to established business professionals, leaders of start-ups to longstanding founders exploring succession planning, divorcees, retirees, family legacies, and others.  When we say that “we start with you, not your portfolio” to FUND A LIFE YOU LOVE®, we mean it.  Every client is important and valued.

 

With clients representing this broad brushstroke of society, our services and interests must do the same. We are confident that we have on staff the wealth advisors and fiduciary financial planners with the expertise and heartfelt interest to help you with your financial services needs wherever you are in life –– wealth creation, wealth management, wealth impact. 

 

Meet Jay Lame, CFP®


Let us introduce you to Jay Lame, next-generation advisor who has a strong talent for connecting with any person, anytime, anywhere. Jay’s love of all people and his Certified Financial Planner (CFP) designation have allowed him to understand his clients’ needs and aspirations and draw the roadmap that will allow them to meet each of their goals.

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In his own words...

            What three words best describe you?

            Charismatic

            Positive

            Approachable

 

What I like best about my role at Lenox

I love to take an item that can cause such stress for families – finances – and leverage it as a tool that people can use to enhance their lives.

 

Best advice I ever was given

Our attitude towards others determines their attitude towards us.

 

What does “Fund a Life You Love” mean to you?

Fund a Life You Love means people are doing the things they love. Our clients are people who live their lives to the fullest – great careers, great families, great hearts. Our role is to make sure they can do those things. This can be the young couple looking to purchase their first house, or grandparents wanting to help their families with their education, and every stage in between.  We work together to set the goal, and then we draw up the steps we need to take to make that goal happen. The best part in funding a life you love is that it evolves with each goal you hit, and once we get it right, it multiples many times over.

 

Background



A principal at Lenox, Jay’s focus is serving as a Wealth Advisor to clients from all ranges of life. Jay has a natural ability to hear what’s most important to clients and use his judgment and knowledge to ensure we meet their goals. Jay loves to track each client’s priorities and ensure we take the steps to get these priorities in optimal shape.

 

Jay joined Lenox in 2014, first as Client Services Manager. During this time, one of his priorities was ensuring Lenox had the advanced systems in place to execute against the vision Lenox advisors designed for their clients. Jay transitioned to a Relationship Manager in 2015. He received his Certification in Financial Planning in 2016.

 

Prior to Lenox, Jay was a Commercial Associate at Fifth Third Bank, where he worked with Middle Market Businesses and Commercial Real Estate groups to ensure optimal financing was in place as these companies made significant investments in their businesses. 

 

Jay is a Cincinnati native and a St. Xavier High School graduate. He graduated from the Carl H. Lindner Honors-PLUS program at the University of Cincinnati with a Bachelor of Business Administration in Finance, Entrepreneurship and International Business in 2013. Jay has served his fraternity, Sigma Alpha Epsilon, in various leadership roles both as an undergraduate and a graduate.

 

Jay and his wife Ali live in Hyde Park with their 8-month-old golden retriever Louie.



Want to discuss your financial services needs with Jay?  Contact him at 513.618.7080, or email jaylame@lenoxwealth.com

  

At Lenox, we work with families to help guide them in every aspect of their financial life –– from generational planning and finances, to setting financial priorities, to eliminating debt, establishing budgets, career planning and coaching, funding education, retirement planning, and working through financial hurdles –– the entire realm of wealth creation, wealth building, and wealth management.  In every instance, we start with you, not your portfolio to help you FUND A LIFE YOU LOVE™.

 

If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow. Call us for a complimentary 1-hour review.  Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.


 

Past Performance is not indicative of future results.

 

This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.

Meet Anne Megerle

Meet Our Wealth Advisors

Anne Megerle, CFP®, CEPA, CDFA

Vice President/Wealth Advisor

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At Lenox, we make it our focus to engage and serve a highly robust and diverse clientele –– men and women of all ages, young couples just starting out to those with growing families, young entrepreneurs to established business professionals, leaders of start-ups to longstanding founders exploring succession planning, divorcees, retirees, family legacies, and others.  When we say that “we start with you, not your portfolio” to FUND A LIFE YOU LOVE®, we mean it.  Every client is important and valued.

 

With clients representing this broad brushstroke of society, our services and interests must do the same. You can be assured that we have on staff the wealth advisors and fiduciary financial planners with the e knowledge and heartfelt interest to help you with your financial services needs wherever you are in life –– wealth creation, wealth management, wealth impact. 

 

Meet Anne Lame Megerle, CFP®, CEPA, CDFA

Let us introduce you to Anne Megerle, Lenox VP and Wealth Advisor who exemplifies the vast talents our clients often need.   Anne is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA) and Certified Divorce Financial Analyst CDFA).

 

In her own words...

What three words best describe you?

Innovative

Detailed

Empowering

 

What I like best about my role at Lenox

I love to make people’s lives better. My job is a blast because it allows me to work with people and find ways to solve their problems.

 

Best advice I ever was given

Find something you love to do and then it never feels like a job.

 

What does “Fund a Life You Love” mean to you?

It’s all about empowerment. I have seen people who try to have their financial lives separate from their real lives and they miss opportunities –- to travel, to make meaningful gifts to charity, to buy a second home, to help their kids or grandkids. I love looking at something that someone doesn’t believe they can do and helping translate the dream into reality. It’s our job to help our clients understand the trade-offs and make their lives better and more impactful. I am great at managing details and offering creative solutions.


We have the great opportunity to guide people to the decisions and steps that leave them confident in knowing that with their financial life well planned, they can live the life they love.

 

Background

A principal at Lenox, Anne’s focus is serving as a Wealth Advisor to clients young and old. Not one to be satisfied with “what is”, Anne’s role allows her to apply her inherent creative vision, strategic planning and solid investment skills to each client’s financial well-being, constantly challenging herself and her team to deliver the forward-thinking ideas and watchful eye Lenox clients deserve. She is a dedicated and thoughtful advisor for both finances and life.

 

Anne joined Lenox in 2007, first as Operations Manager during which she helped implement many of the firm’s key systems before transitioning to a Senior Analyst in 2010. She received her Certification in Financial Planning in 2011.

 

Prior to Lenox, Anne was a Senior Purchasing Manager at P&G, working as part of a bid team that consolidated display and contract manufacturing suppliers for P&G and Gillette and whose work was recognized with an award for Purchases Excellence. 

 

Anne is a Cincinnati native and an Ursuline Academy graduate. She graduated from the Farmer College of Business at Miami University with a Bachelor of Science in Economics in 2004. Anne was recognized as a YWCA Rising Star in 2012. She graduated from the YWCA’s Rising Stars Board Leadership Program in 2013 and today serves on the board for the local YWCA.

 

Anne and her husband Steven live in North Avondale where they are rehabbing and restoring a historic home in their free time. 

 

Want to discuss your financial services needs with Anne?  Contact her at 513.618-7080, or email anne.megerle@lenoxwealth.com

 

 

At Lenox, we work with families to help guide them in every aspect of their financial life –– from generational planning and finances, to setting financial priorities, to eliminating debt, establishing budgets, career planning and coaching, funding education, retirement planning, and working through financial hurdles –– the entire realm of wealth creation, wealth building, and wealth management.  In every instance, we start with you, not your portfolio to help you FUND A LIFE YOU LOVE™.

 

If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow. Call us for a complimentary 1-hour review.  Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.


 

Past Performance is not indicative of future results.

 

This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.

Meet Anne Burney

Meet Anne Burney


Come join her for “The Other Talk” – September 27th at noon


Talking to your adult children about the rest of your life is one of the most important talks families must have. One generation knowing and honoring the other’s wishes is critical both for emotional and practical reasons.  Are important documents in order and placed where they can be found?  Have you discussed future living arrangements?  What’s the plan for getting the medical care you may need?  Have you made plans for financing your future?   Who will make decisions for you if you are unable to do so?   

 

If you haven’t already had these discussions with your adult kids, or even if you have and aren’t sure you’ve addressed everything essential, plan now to join us on Thursday, September 27th, noon to 1:00 pm at our Kenwood location, for a free and highly important seminar on this very topic.  This information-rich seminar will be led by Lenox VP and Wealth Advisor, Anne Burney. 

 

Meet Anne Burney

Anne has been working with Lenox clients for more than 27 years in various roles and brings over 36 years of investment management and brokerage industry experience to her role as Wealth Advisor. Among her skills is helping families think about, plan and navigate their elder care, estate and legacy planning needs.

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 An advisor with experience working on generational financial planning, Anne leads our Lenox “Embrace” program –– focused on providing our clients with real-world, relevant information to live their life fully, and with the peace of mind that comes with knowing that essential matters are being addressed thoughtfully and in keeping with personal desires. In her own words...

 

 “It is an honor to be so closely involved with our client families and to be entrusted to help see them through what can be financially complex and emotionally challenging times of their life.”


What You’ll Learn at the Seminar

The seminar will be based on the award-winning book, “The Other Talk:  A Guide to Talking with Your Adult Children About the Rest of Your Life” by Tim Prosch.  Our goal is to equip families with a template from which to discuss, explore, and think about end-of-life issues, empower adult kids to make the tough decisions if and when their parents can’t, and set an example for the adult kids to share with their own kids someday.

 

The mood will be upbeat but pragmatic as we share real-world scenarios of how families can turn this potentially touchy topic into a successful, productive and even heartwarming family discussion.  We hope you will join us, because you will leave with actionable steps as well as online and other resources to help you move forward with taking charge of the later stages of life.

 

Call us at 513-618-7080 to reserve your seat(s) for the complimentary seminar on Thursday, September 27, noon to 1:00 pm, first floor, 8044 Montgomery Road in Kenwood.  Family members are welcome. Please call soon as space is limited.

 

 

At Lenox, we work with families to help guide them in every aspect of their financial life –– from generational planning and finances, to setting financial priorities, to eliminating debt, establishing budgets, career planning and coaching, funding education, retirement planning, and working through financial hurdles –– the entire realm of wealth creation, wealth building, and wealth management.  In every instance, we start with you, not your portfolio to help you FUND A LIFE YOU LOVE™.

 

If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow. Call us for a complimentary 1-hour review.  Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.

 

Past Performance is not indicative of future results.

 

This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.