A Legacy of Trust, A Future of Focused Wealth Management
Our Story began in 2012, but the foundation was built on a lifelong belief that financial stability is the key to family security. Since taking over the firm 14 years ago, Managing Partner Matt Mann has led our evolution from a local tax office into a holistic fiduciary firm.
Matt’s journey was shaped by watching his own family navigate financial instability, which solidified his belief that money is a tool to buy family experiences and security. Today, he leads our team in providing a “total financial picture” approach, where your investments and taxes work in perfect sync to protect your family’s legacy.
Meet Your Integrated Advisory Team
We are a team of fiduciaries who specialize in translating complex financial and tax strategies into plain English.
The Partnership
Matthew Mann, CFP®, EA (Managing Partner): A Cincinnati native and “numbers geek,” Matt specializes in retirement planning and investment management for successful families and business owners. He directs our group in designing tax-efficient strategies that help families navigate retirement and secure their financial legacy.
Ryan Totten, CFP®, EA (Partner): Also raised in Cincinnati, Ryan holds a Master of Science in Finance and specializes in building comprehensive investment plans. He provides personal advocacy for our clients’ well-being, ensuring strategies are thoughtful, detailed, and aligned with long-term goals.
Hunter Rambin, CFP®, CPA (Partner): A University of Cincinnati graduate, Hunter brings high-level technical precision as both a CPA and a CFP®. He specializes in bridging the gap between complex tax structures and wealth preservation, making technical concepts clear and actionable.
Specialists & Support
David Lau, EA (Associate Wealth Manager): With a Master’s in Statistics and a decade of experience as a data scientist, David brings a rigorous, data-driven perspective to our financial planning and investment research. He also assists in the preparation of tax returns, ensuring a well-rounded approach to every client file.
Lauren Cooper (Client Relations Manager): With 12+ years in high-end customer service, Lauren is the “go-to” for anything our clients need. A Northern Kentucky native and avid UK fan, she brings infectious enthusiasm and organization to every client relationship.
Gloria Goetz (Director of Administration & Finance): Gloria manages our operational “engine,” ensuring office workflows and financial operations remain compliant and organized so our advisors can focus entirely on client relationships.
The Hicks & Mann Standard
To deliver this level of integrated expertise, we are only accepting new tax preparation clients who also utilize our Wealth Management and Investment services.
While our primary operations are now headquartered at our Kentucky Main Office, we remain deeply committed to our roots at our Cincinnati Main Street Satellite Office. We invite you to experience a partnership where your taxes and investments finally speak the same language.
Ready to align your taxes with your wealth?