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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Location: Columbus

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Ben Kautz

Ben Kautz, CFP®

Executive Managing Partner, East Division

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

David (Chip) Workman, CFP®

Managing Partner

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

David S. Currier, CFP®, CFA®

Sr. Wealth Advisor

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

Jeff Smith

Jeff Smith

Wealth Advisor

Columbus, Cincinnati

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

Director, Retirement Plan Operations

Michael Raidt, CFP®

Principal

Cincinnati, Columbus

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA, CRPC

Principal

Jacksonville, Columbus

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

Chad Slaughter

Chad Slaughter, J.D.

Regional Vice President

Cincinnati, Columbus

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Lisa J. Miller, FPQP^™

Manager of Operations

Marlie Montgomery

Client Service Specialist

Cincinnati, Columbus

Suzanne Randolph

Manager, Client Service

Cincinnati, Columbus

Courtney Foley

Sr. Retirement Plan Manager

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