(513) 762-7701
Joshua Aldus
Wealth Advisor
Christopher Bertorelli
CFP® CIMA® CRPC®
Mark Bodnar
CFP® CLU® ChFC®
Partner/Wealth Advisor
CIO/Partner
Lisa Bolden
Sr. Client Service Associate
Jordan Colman
CFP® AIF® CDFA®
Daniela Marina Cronin
Client Services Associate
William Dillenburger
Client Service Specialist
April Esparza
Executive Assistant
Susan Farlow
Jacob Flaspohler
Client Service Associate
Kimberly Fuson
Tamrin Gorham
Office Manager
Terry Haney
Donald Hughett
AIF®
Partner
Michael Ingram
CFP® AIF®
Brenda Keefe
Charles Korger
CFP®
Brad Lauch
Abbey Lenox
Mariano Llosa
Ashly Maurie Lopez
Marcia Lusnak
SHRM-CP® PHR®
Human Resources Director
Susan McHugh
Investment Operations Specialist
Xavier Mendoza Jr.
CLU® RICP® AIF®
Maxim Meyers
CEO/CCO/Partner
Maureen Miller
Ryan Morse
Dana Peacock
CDFA®
Alexis Pedersen
Brian Price
CAIA®
Investment Analyst
Glynnis Reinhart
RICP® CLTC®
Ksenia Mendoza
Kristin Schur
Ryan Sellars
Andrew Seni
Justin Setzekorn
Ashley Seyberth
Peter Shusterman
Logan Snow
Financial Analyst
Noah Stomberg
Alicia Strohmeier
Marketing Associate
Luis Strohmeier
CFP® CLU® ChFC® CDFA® ADFA® RICP® AFC®
Kurt Volker
Marc Wagner
CFO/Partner
Nick Wheeler
Director of Investment Operations
David Yeazell
