The UltraVision System® empowers entrepreneurial confidence through a time-tested feasibility study that assembles soft and hard facts into sophisticated math models, a family wealth letter of intention and a prioritized list of options for major progress. An engagement provides some of the clearest insights on how to make desired progress.

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The UltraVision System®

 

Investment Management Strategies

 

Services and Core Values

Our Team

Christian M. Hertl CFP®

Partner

Tell us about yourself and your family.

I grew up outside of Cleveland as one of 7 children. My parents somehow made...

Jesse Wohl CFP®

Growth Manager

Tell us about yourself and your family.

I grew up in a big family in Findlay, OH, then attended The Ohio State University...

Darren Clark

Manager

Tell us about yourself and your family.

I was born in southern Ohio, but grew up in Point Pleasant, WV.  I later...

Ann Mongelluzzo

Operations Manager

Tell us about yourself and your family.

I grew up in Lima, Ohio and graduated from Miami University.  I have been...

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