Jacqueline M. Leuby and Matthew T. Zimmermann have both earned Certified Financial Planner™ (CFP®) certification from the Certified Financial Planner Board of Standards.
The CFP® designates that certificants have met extensive educational and experience requirements, have passed the comprehensive CFP® Certification Exam, provide a fiduciary standard of care, and are held to rigorous professional and ethical standards. CFP® certification is recognized as the highest standard in personal financial planning.
As members of Hamilton Capital’s award-winning Wealth Advisory Team, Leuby and Zimmermann work to develop forward-looking financial and investment strategies for the firm’s private and institutional clients.
Leuby received her bachelor’s degree in finance from John Carroll University, with a minor in Spanish. She resides in Grandview Heights.
A Clintonville resident, Zimmerman holds a bachelor’s degree in business administration with a concentration in finance from the University of Cincinnati.