Our mission is to provide superior and distinguished services, while using our experience, integrity and excellence to best serve our clients.
Meet Our Staff:
Chief Operating Officer - Wealth Advisor
Passionate about helping others be their best, Spencer has built his career on helping clients build more stable retirements. He holds a Bachelor of Arts in Biblical Studies and a Master of Arts in Counseling from Cincinnati Christian University. This passion for helping others led him to Conservative Financial Solutions.
Spencer holds an Executive Certificate in Financial Planning from the Ohio State University and has completed extensive training and met rigorous ethical experience requirements in order to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation. He has also passed the series 7 and 65 securities exams and is a licensed insurance agent in Ohio, Indiana, and Kentucky. His designations allow him the opportunity to advise clients on both investments and retirement income planning. Spencer is delighted to work with clients and enjoys helping them plan the right track to pursue their ideal retirement lifestyles.
In his spare time, Spencer serves his community as a member of the local chamber of commerce board and rotary club. He also enjoys playing music on his church’s worship team.
DARREN R. BOWMAN, CPA
Darren is married with two sons and two grandchildren, and resides in Harrison, Ohio. He enjoys being involved in his church community where he serves as the Treasurer and member of the Elder Board.
Luke is a graduate of Mount Saint Joseph University with a Bachelor's Degree in Accounting. With an interest in all areas of finance, he obtained his Life, Accident, and Health Insurance License in the State of Ohio, Kentucky, and Indiana. Luke is currently looking to obtain further education in accounting and finance. Luke is most passionate about being in a situation where he can help others in their particular financial situation.
Luke is a resident of Newport, Kentucky. As a former college athlete, he enjoys watching all sporting events and competitions. He typically fills his spare time with staying physically active and traveling.
Sr. Staff Accountant
Risa is a graduate from the University of Cincinnati where she earned a Bachelor's Degree in Accounting. She also holds a QuickBooks Online Certification. Risa enjoys working with small businesses by assisting them in all their payroll, accounting and bookkeeping needs. Her professional career combined with her personal real estate investment experience provides our clients with an expert in the areas of real estate, rental, farm, and tax planning.
Risa and her husband, Mike, live in Harrison and have three children and two grandchildren. She enjoys gardening, antiquing and spending time with her family.
Krisa resides in Harrison, Ohio, with her husband and three children. She enjoys camping, attending her children's sports/activities, volunteering at her children's schools, and spending time with friends and family.
Rob has over 20 years of entrepreneurial experience. His expertise comes from having owned several Domino’s Pizza restaurants and his most recent adventure is being part owner of the 1860 Taproom & Bottleshop in Harrison, Ohio. Rob performs payroll, accounting services, and tax return preparation for the clients of HTA.
Rob calls West Harrison, Indiana, home and resides there with his wife and two daughters. He enjoys keeping busy with his family as his oldest daughter is in college and his youngest attends East Central High School. Rob’s favorite past time is watching all sporting events and spending time with friends and family.
Kiley is a graduate of Northern Kentucky University with a Bachelor of Science Degree in Cellular & Molecular Biology. Although her degree is not in Business/Accounting, she has over five years of experience in Data Analysis and Microsoft Excel. She is currently studying at Cincinnati State for an Associate's Degree in Finance where she has already completed Accounting and QuickBooks courses. Kiley completes payroll, accounting services and tax return preparations for HTA.
Kiley is a resident of Cold Spring, Kentucky, with her fiancée, Chris. She adores everything Disney, loves traveling around the world, and has been to over 10 different countries. She also loves to spend time with her family and friends.
Lynn has over 30 years of front office experience, having worked for Tri-Health and Dr. Michael Uhde, D.M.D. She enjoys working part-time, and has been a church organist for over 44 years. When her children were younger, she did a lot of volunteer work for Harrison Junior School.
Lynn lives in Harrison, OH, with her husband, Brian. They have two grown daughters, both married and one granddaughter. Her favorite pastime is babysitting her granddaughter, Rilyn, watching movies, reading a great book, and spending time with her family and her two dogs.
Heather is a graduate of Northern Kentucky University with a Bachelor’s Degree in Business Management & Administration. Her professional experience includes event planning, developing marketing and social media strategies, and writing for various publications. Heather executes all marketing initiatives for Harrison Tax & Accounting.
Heather resides in Harrison, Ohio, with her husband and two boys. She enjoys writing and speaking to Moms, inspiring them to live real, confident, and faithful lives. Heather’s blog, Real Life Moms, has been featured in several publications to encourage women on their motherhood journey. Her family loves sports and one of her favorite things to do is cheer her much-loved players on. When she has a spare moment a good run or a good book fills the silence.