My Team

We have a local team of seasoned professionals with almost 100 years of combined industry experience in the financial services industry.  We are credentialed, creative and dedicated to our clients' goals.  We are backed by the strength and support of Northwestern Mutual, who has been serving clients and keeping promises since 1857.

Jared J B Nickoli

Jared J B Nickoli

Portfolio Advisor
Office 513-366-3746

Jared Nickoli is a Portfolio Advisor with Beshear Financial. Jared helps clients with the creation, implementation and maintenance of a comprehensive financial plan encompassing risk management, wealth management and estate planning. Jared joined Northwestern Mutual in 2012 and has worked in the financial services industry since 2007. He is a graduate of Xavier University with a bachelor’s degree in finance & entrepreneurial studies.

Jared resides in Cincinnati with his wife, Rachel, daughter, Camden, and their three dogs. He enjoys travel, golf and anything involving the outdoors.



John Brannon

John Brannon

Portfolio Advisor
Office 513-366-3744

John Brannon joined Beshear Financial in 2014 as Portfolio Advisor and Chief Operations Officer. John grew up in Cincinnati and is a graduate of Miami University’s Richard T. Farmer School of Business.  He began his career in Stamford, Connecticut working for a multinational paper company and then to Chicago for his MBA where he also began work in the mutual fund industry.  John returned to Cincinnati in 2004 managing brokerage and treasury operations within two insurance companies. His expertise includes portfolio analysis, brokerage operations, treasury operations, and investment analysis. John is passionate about building the infrastructure to support clients’ lifetime and generational goals. This includes directing daily portfolio management and integrating portfolios with the tax system, trusts and other estate planning tools for future generations of a client’s family. 

John resides in Oakley with his wife Kimberly where the two of them are outside as much as possible.  John is a life-long learner and most enjoys volunteer-based vacations with Kimberly.

Kelsey Rosenkrantz

Kelsey Rosenkrantz

Director of Marketing and Client Services
Office 513-366-3618

Kelsey joined Beshear Financial in 2015 as the Director of Marketing and Client Services.  She graduated from College of Charleston with a degree in communications, and a minor in hospitality and tourism. With over 7 years in the customer service industry, her mission is to create a unique, client concierge experience putting you and your family at the center of all that we do.

Kelsey is a native of Cincinnati, residing in Oakley with her husband, Roo, and their two dogs, Drifter & Mac.  She loves spending time with her sisters and their children, being active, and visiting new cities with Roo.

Mary E Howell

Mary E Howell, CLTC

Director of Insurance Operations and Services
Office 513-366-3623

MaryBeth Howell is the Director of Insurance Operations and Services with Northwestern Mutual – Beshear Financial.  In this role, Mary handles the insurance side of the Beshear Financial practice.  She is no stranger to the insurance industry, having spent the past 26 years learning and growing her knowledge base with many different companies and agencies throughout the Greater Cincinnati Area.  She has been with Beshear Financial for 10 years and is passionate about helping clients and their families with their insurance needs.  Having a loved one pass away recently, Mary knows firsthand how important having a financial plan in place is for the family.  She counts it an honor to serve. 

When Mary is not working, she likes spending time with her nephew Noah.  She and her husband Keith spend many hours riding the curvy roads of Kentucky.  She’s a pretty good bowler and pool player and also pretty handy with gaming systems.

Stephanie Jane Bordes

Stephanie Jane Bordes

Director of Investment Operations and Services
Mobile 513-713-7467

Stephanie joined Beshear Financial in 2015. She has an MBA and a bachelor’s degree in entrepreneurship from Northern Kentucky University. She began working in investments in 2011, when she was selected as an undergraduate student to help manage the Northern Kentucky University investment portfolio.

Stephanie is a Cincinnati native and currently resides in Phoenix, Arizona with her dog, Sadie. In her free time, Stephanie enjoys baking, horseback riding and spending time outdoors.

Michael G Cook

Michael G Cook

Manager, Investment Operations
Office 513-366-3638

Mike joined Beshear Financial in 2016. He graduated from Northern Kentucky University with a bachelor’s degree in finance. His career in financial services operations began in 2008, in which he has experience in client support, financial, and analytical roles. Mike is skilled at process development and improvement, having played significant roles in numerous organizational wide projects and initiatives.

Mike and his wife Becky reside in Cincinnati. They enjoy traveling, running, hiking, and constantly staying active.


Ben Beshear, CFP®, CLTC, AWMA®
Wealth Management Advisor

Beshear Financial


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