Background
Roe, Daniel Beale was born on March 30, 1965 in Los Angeles, California, United States. Son of Jerrold Melvin Roe and Marilyn R. (Matacia) Benstead.
Roe, Daniel Beale was born on March 30, 1965 in Los Angeles, California, United States. Son of Jerrold Melvin Roe and Marilyn R. (Matacia) Benstead.
Bachelor of Science, Miami University, 1987.
Finance planner, Singapore Donahue & Company, Inc., Cincinnati, 1987-1990; business consultant, Mutual of Omaha Finance Superior vena cava syndrome, Cincinnati, 1990-1992; finance planner, president, Return On Equity Finance Planning and Investment Advisory Inc., Cincinnati, 1992-1996; vice president, Budros & Ruhlin, Inc., Columbus, Ohio., since 1996.
Board trustees Heritage Green, Loveland, Ohio, since 1993. Member National Association of Personal Finance Advisors, International Association for Finance Planning (vice president board directors 1994, president of the board directors 1995-1996), Institute of Certified Finance Planners, Phi Delta Theta (board of trustees).
Married Robin Susan Retterer, September 3, 1988. Children: Connor F., Caroline T.