Wesley Botto
Cincinnati, OH
wesley@hillcrestfg.com
Wesley pursued an undergraduate and then master’s degree in accounting. As a CPA and CFP professional, he knows the details that need to be in place to help clients achieve their goals.
His clients include physicians, lawyers, business owners and other professionals. He works with business owners and the HR departments within larger companies to ensure the employees fully understand the benefits provided for them. Nothing is better than helping a family properly align their objectives with strategic actions.
He has four young kids, so there is not much free time between work and taking care of the kids. But when there is free time, you can find him drinking bourbon or cheering on his UK Wildcats.
Wesley also gives back to the community by serving on the Board of the Rotary Club of Cincinnati and the Emergency Shelter of Northern Kentucky.
Charles M. Grimm, CPA/PFS, MBA, CFP
Medina, OH
chuck.grimm@mai.capital
Charles M. Grimm, CPA, PFS, MBA, CFP®, is a Senior Wealth Advisor at MAI since 2023, with extensive experience from Fifth Third Private Bank. He holds CPA, PFS, and CFP® designations, and is involved in various professional and community roles, including teaching at the University of Akron and serving on multiple boards. Charles specializes in comprehensive financial and estate planning for high-net-worth clients.
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