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