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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: Westerville

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Gerard Quinn, CFA®, CFP®, MBA

Sr. Wealth Advisor

Westerville

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

Westerville

Jeff Smith, CFP®

Wealth Advisor

Westerville, Cincinnati, Indianapolis, Pittsburgh

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

Director, Retirement Plan Operations

Westerville

Michael Raidt, CFP®

Principal

Cincinnati, Westerville, Indianapolis, Pittsburgh

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Westerville, Louisville, Lexington, Memphis, Gallatin, Franklin, Indianapolis, Pittsburgh

Lisa J. Miller, FPQP^™

Manager of Operations

Westerville

Marlie Montgomery

Client Service Specialist

Cincinnati, Westerville

Suzanne Randolph

Manager, Client Service

Cincinnati, Westerville

Samuel Vanadia

Tax Associate

Westerville

Emily Sipes, CFP®

Sr. Client Development Associate

Westerville

Ben Kautz, CFP®

Executive Managing Partner, East Division

Cincinnati, Westerville

Courtney Foley

Sr. Retirement Plan Manager

Westerville

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