John C. Lame, CFP® CEPA®
CEO and Managing Director
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Top 5 StrengthsFinders
What three words best describe you?
What I like best about my role at Lenox
The bottom line is I love helping clients and their families. I especially enjoy the time period before we meet with a client where we revisit their three-year goals, develop the agenda, go over the pre-work materials and then think deeply about how we can really make a difference in this person's life over the next 90 days.
The work is so interesting. The combination of people's needs changing and the financial markets changing always creates opportunities to develop new insights, to help and add value for each client in a unique way. We get people to understand where they are today and where they need to go and can be and how their life will be better.
- Certification in Financial Planning (CFP®)
- Certified Exit Planning Advisor (CEPA®)
- Kolbe Certified™ Consultant
Best advice I was ever given
I have been involved in a program called Strategic Coach. It has had a significant impact on my life over the last five years. A concept they introduced to me is to think about your life and your goals in both a 90-day and a 25-year time period. The 25-year focus keeps you focused on the long term and reminds you what matters the most. The 90-day focus keeps you focused on what matters today, this week, and this month.
There are 100 90-day periods in 25 years. Just think about what you can accomplish in 100 90-day periods. If this doesn't get you excited about every day of your life, what will!
What does “Fund a Life You Love” mean to you?
How each client feels about money is intimately tied to their life goals, attitudes and habits. “Fund a Life You Love” is all about developing a comprehensive financial and investment plan where your goals, your attitude and habits work in harmony with your time, talent, and treasure to create the best life you can possibly live.
Founder and CEO of Lenox Wealth Management, John established and continues to oversee the investment advisory firm’s innovative, relationship-based, fee-only business model that since 2004 has served a vast and ever-growing clientele of individuals and couples, many from the P&G, Scripps, GE and Kroger communities. John leads a team of proven professionals with outstanding expertise who share his understanding that life and wealth drive one another, and who see their role as providing the visionary guidance that moves clients to a completely different mindset and expanded perspective — a needed shift for attaining the broader opportunities that mean living one’s best life in today’s economy.
John began his business career with P&G in 1979 where he spent 12 years in financial roles, including Finance Manager, Senior Financial Analyst and Senior Cost Analyst. In 1991, John joined Merrill Lynch as a Financial Consultant and specialized in working with high net worth individuals and their families. In 1997, John and his team affiliated with J.C. Bradford where he was named partner. When J.C. Bradford underwent acquisition by UBS Paine Webber, John was named Senior VP and then Chairman’s Club member, one of the firm’s top 200 financial advisors in the United States. In 2004, a self-professed bigger thinker, John launched Lenox allowing him the flexibility to bring more to the table and better serve his clients at all stages of wealth and life.
John earned his B.A. in Business Administration in 1979 from the University of Cincinnati and his Masters of Business Administration in 1984 from Xavier University. He is a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA). He has served as an instructor of Financial Planning and Investments at The University of Cincinnati’s Institute for Learning in Retirement, and he was a recipient of the Greater Cincinnati Foundation’s 2012 Bridge Builder Award. John’s community involvement has included being a member of the Foundation Board for Ursuline Academy of Cincinnati and the St. Xavier High Finance Committee. He also has served on the Board of The March of Dimes, Cincinnati United Way, Christ the King Church, and Sigma Alpha Epsilon Housing Association.
Both John and his wife, Susie, are native Cincinnatians. They have four children– Anne, Katie, Libby and Jay– and two grandchildren.