Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Ben Kautz, CFP®

Executive Managing Director

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Louisville

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Lexington

Scott Neal, CFP®, CPA

Sr. Wealth Advisor

Lexington

Art Haws, CPWA®, CFP®

Sr. Wealth Advisor, Director

Franklin

Bo Bowling, CPA

Sr Wealth Advisor

Gallatin

Chris Saccomanno, CFP®

Wealth Advisor

Lexington

David Hardenbergh, CFP®

Wealth Advisor

Franklin

David S. Currier, CFP®, CFA®

Wealth Advisor

Columbus

Harish Vishria, CFP®, APMA, MSM

Sr. Wealth Advisor

Memphis

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

Columbus

Jeannette Jones, CFP®

Sr. Wealth Advisor, Director

Cincinnati

Jeff Smith

Wealth Advisor

Columbus, Cincinnati

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Julie Albright, CFA, CFP®

Wealth Advisor

Cincinnati

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Columbus

Michael Raidt, CFP®

Wealth Advisor

Cincinnati, Columbus

Mike Reich, CFP®

Wealth Advisor

Louisville

Neha Pande, CFP®, APMA, MBA

Wealth Advisor

Memphis

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Insights

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December 10, 2025

Family & Health

Benefits of a Lifetime Trust for Children’s Inheritance

December 9, 2025

Family & Health

Answering Your Kids’ (or Grandkids’) Toughest Money Questions

December 8, 2025

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Meet our Advisory Team

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