Arielle Torbeck, CFP®

PORTFOLIO MANAGER

Arielle is a CERTIFIED FINANCIAL PLANNER® with nearly a decade of experience in the financial industry. She finds great reward in her mission of helping her clients through life’s many transitions, guiding them to make wise decisions by creating personalized strategies and plans to help them reach their financial goals. Arielle values her client relationships and is dedicated to taking the time to truly understand their needs and address their top concerns, including retirement and income planning, tax-efficient investing, estate planning considerations, and charitable giving. Throughout her career, she has had the privilege of working with numerous executives across various sectors. Most notably, she collaborated with executives from Merck to provide strategic financial insights and tailored solutions to support their financial objectives.

Arielle graduated from Miami University with a Bachelor of Science in Business and a degree in Chinese Business. She currently resides in downtown Cincinnati, where she enjoys the vibrant urban lifestyle. Arielle balances her commitment to her professional life with her passion for Cincinnati sports, tennis, and playing golf.

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