[CINCINNATI, OHIO, May 27, 2025] – Dean Dorton, a professional advisory firm with a growing private wealth practice, is pleased to welcome Amy Wagner to its team as a wealth advisor.
Amy brings nearly a decade of experience in financial advising and is a familiar face and voice to many in the Greater Cincinnati area. She is known as the host of the Simply Money radio show on 55KRC, the Best of Simply Money podcast, and as a reporter and anchor for Allworth Advice segments featured on Fox19 Now and Cincinnati.com.
“We are extremely excited to welcome Amy to the team,” said Diego Vallota, Managing Director of Private Wealth at Dean Dorton. “Her deep experience and commitment to educating and empowering clients make her an ideal fit for our firm and our mission.”
Throughout her career, Amy has demonstrated a passion for helping individuals and families achieve financial peace of mind. She has developed an approach for blending financial guidance with a warm, affable style. Her background positions her to help support clients through integrated wealth management and tax planning strategies – a key differentiator for Dean Dorton’s Private Wealth practice.
In her new role, Amy will focus on delivering personalized financial planning and investment management services to high-net-worth individuals and families. She will work closely with Dean Dorton’s service groups to help provide clients with holistic solutions aimed at aligning their financial goals with smart tax strategies.
“I’m honored to join a firm that shares my values of trust, transparency, and client education,” said Amy Wagner. “Dean Dorton’s integrated approach to wealth and tax services allows me the potential to deliver even greater value to clients, and I’m excited to be part of a team that, I believe, truly raises the bar in the industry.”
Amy’s appointment underscores Dean Dorton’s strategic focus on expanding its capabilities and bolstering its talent pool to meet the evolving needs of clients. With her insight and leadership, the firm is poised to further elevate its position as a leader in private wealth advisory services.
###
About Dean Dorton Private Wealth
Through its affiliation with Dean Dorton, Dean Dorton Private Wealth combines wealth management expertise with personalized tax planning and family office services to support clients nationwide. With a focus on relationships, we help empower individuals and families to secure their financial future and achieve their aspirations.
About Dean Dorton
Dean Dorton provides an integrated suite of audit, tax, business management, consulting, and technology solutions to companies throughout the region, nationally, and internationally. The firm helps clients strategize, adapt, and change in every stage of business, from startup to growth and proper succession planning. Dean Dorton emphasizes smart technology, leading a cloud revolution of financial, operational, and compliance tools that are transforming the way companies do business.
