(513) 762-7701
Joshua Aldus
Wealth Advisor
Mark Bodnar
CFP® CLU® ChFC®
Partner/Wealth Advisor
CIO/Partner
Lisa Bolden
Sr. Client Service Associate
Jordan Colman
CFP® AIF® CDFA®
William Dillenburger
Client Service Specialist
Susan Farlow
Jacob Flaspohler
Client Service Associate
Kimberly Fuson
Tamrin Gorham
Office Manager
Theresa Haney
Lillian Hughett
Donald Hughett
AIF®
Partner
Michael Ingram
CFP® AIF®
Brenda Keefe
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.
RICP® CLU®
Maxim Meyers
CEO/CCO/Partner
Maureen Miller
Ryan Morse
Dana Peacock
CDFA®
Brian Price
Investment Analyst
Glynnis Reinhart
RICP® CLTC®
Robert Ridgley
CFA®
Senior Investment Analyst
Ksenia Sarkisova
CFP®
Kristin Schur
Ryan Sellars
Andrew Seni
Justin Setzekorn
Ashley Seyberth
Stephanie Stegmuller
Qualified Plan Specialist
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
