Integrated Financial Services
4555 Lake Forest Drive, Suite 650Cincinnati, OH 45242
513-563-3544 (w)
513-563-3543 (f)
Winter Andrew TroxelWinter Troxel is a graduate of Anderson University (BA Liberal Arts) and the Florida State University (Masters in Planning) where he was an Edward McClure scholar. Winter takes significant pride in being able to develop unique financial strategies that provide significant value to his clients. His ability to craft new ideas to varying situations has made him a leader in the industry. At the young age of 33, he takes great pride from helping clients achieve results that were deemed previously unobtainable.
Winter, as an independent thinker, has a full complement of licenses to accommodate the vast range of strategies clients utilize. His effectiveness comes from being able to provide a strategic financial approach to help people get more out of the money they have earned.
Winter, and his wife Corrie, have two children; Braxton and Camden. They currently reside in Mason. Winter enjoys spending time with his family and exercising. He relaxes by listening to the Reds on radio or catching an afternoon college football game.
Jerry Taylor, MBA
Jerry is a fourth-generation Cincinnatian who grew up in Westwood and graduated from the School for Creative and Performing Arts. After graduating from the University of Cincinnati in 1996 with a B.S. in Mechanical Engineering Technology, he moved to Oregon, where he worked professionally and later attended the University of Oregon College Of Business, earning his MBA in 2001.
Jerry combines his analytical expertise, business knowledge, and easy-going personal style when working with clients to achieve maximum efficiency in their financial lives. Jerry’s background in the arts has enabled him to work with and relate to individuals, families, and businesses from a diverse set of cultural and professional backgrounds. Jerry has the licensing required of an Investment Advisor Representative.
In his personal time, Jerry enjoys social events around the city, travel, and attending live music events. He continues to reside in Westwood and stays active in the Cincinnati arts community.
After working with Winter I feel excited about my financial future. During the process, Winter was down-to-earth and never pressured me to buy anything. Working with him was very comfortable.