Stephanie P. Rolfsen
Office Manager
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(513) 898-0862

Stephanie Rolfsen has over 15 years of business experience in both small firms and large corporations. At Oak River Investment Advisors, Stephanie handles the day-to-day operations, including client correspondence, market and product research, and keeps track of client’s transactions and reports from custodians and money managers

Prior to joining Oak River Investment Advisors, Stephanie worked as an analyst at the Cincinnati Enquirer, a Gannett Corporation publication. While at the Enquirer, Stephanie analyzed financial data for the Classified Sales Department. Prior to working at the Enquirer, Stephanie held several positions at Cintas Corporation in Mason, Ohio in both the Sales Division and the Global Logistics and Value Improvement Initiatives Division.

Stephanie attended Morehead State University majoring in Communications. While at MSU she was active in the Honors Program and combined her love of learning with her love of travel by completing a semester abroad studying Theatre in London, England.   Stephanie hosted her own television talk show at Morehead entitled Modern Images. In her private life, Stephanie enjoys outdoor activities such as hiking, camping and going on walks with her family and Giant Alaskan Malamute, Zeus. As a lover of food, Stephanie has recently taken culinary courses at Cincinnati State Technical and Community College. Stephanie lives in Ludlow, Kentucky.

Terresa J. Moore
Manager – Accounting Services
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(859) 331-5478

With over 30 years of experience, Teresa Moore is a leading expert in processing and evaluating of financial transactions. At Oak River Investment Advisors, Teresa manages commission receivables/payables, sales reporting/polling, payroll, bank reconciliation, sales tax return preparation, and financial statements preparation. Teresa has served in the past as the Director of Outsourcing Services for SS&G Financial Services, from 1999 to 2008, overseeing the day-to-day accounting functions of approximately 100 clients in the food service industry. She was a key leader in developing SS&G’s Franchise Accounting practice.

Prior to joining SS&G, Teresa served as Controller/Chief Administrative Officer and Assistant Treasurer for a multi-unit, multi-state franchisee of Applebee’s and Burger King. During her tenure with this closely held company, Teresa was responsible for internal audits, finance and reporting. She was also involved in all site development including construction and real estate contracts, and liquor license acquisition. Teresa was instrumental in the design of the company’s Policy and Procedures Manual as well as the human resource programs.

Teresa completed her certification for membership with the FCSI (Foodservice Consultant Society International). She attended Northern Kentucky University majoring in Accounting and is a graduate of Leadership Northern Kentucky. She has written various published articles as an expert in the outsourcing field and is active in several professional and community organizations. She resides with her husband in Fort Mitchell, Kentucky.

Dinah Bird
Portfolio Consultant
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(513) 898-0862

During her 19 years of experience in financial services, Dinah’s passion has been helping clients achieve their financial goals and provide excellent service. Dinah was a portfolio manager for individuals and institutions for over 10 years. She has managed portfolios for clients in over two dozen countries. While serving clients at Dean Investments, a private money manager, she also was a member of the Investment Committee responsible for over $7 billion in investments, and managed operations as well as marketing departments. Dinah initiated and developed an international joint venture for investments in the mid 1990s. Her expertise in portfolio management contributed in the product development and launch of iShares Exchanged Traded Funds at Barclays Global Investors, a subsidiary of Barclays Bank. The iShares became the largest family of mutual funds in the world. Dinah has experience with many facets of wealth management that includes portfolio construction and alternative investments. Dinah has a CFP® and CIMA that uniquely qualifies her to offer clients a high level of investment expertise. Dinah has a B.S. from the Southwest Texas University, M.S. from the Texas Tech University, M.A. and Ph.D. from the Claremont Graduate School. She is also a graduate of the Securities Industry Institute. Dinah attended the Wharton Business School as well as the Drucker School of Business. She is Series 7, 6, 63, 65, 24, and 26 licensed.

Regulatory and Compliance; CFSC, Inc.

To assist in the firm’s operations, Oak River Investment Advisors, LLC has contracted with CFSC, Inc., a regulatory compliance consulting company. Based out of Chicago, CFSC provides our firm with assistance with a host of regulatory and compliance related services, including state registration assistance, Form ADV and online filing services, office reviews and audits, monitoring of state and federal rule changes, books & records and supervisory procedures creation, amongst numerous other regulatory compliance related services. By working closely with CFSC, Oak River Investment Advisors, LLC, ensures the smooth running of our firm’s regulatory and compliance requirements, allowing us to focus more of our attention on our clients and the managing of our clients’ accounts.