Ryan began in the wealth management industry in 2000 while working towards finance and accounting degrees at the University of Cincinnati.

In 2009, he earned the CERTIFIED FINANCIAL PLANNER™ certification, which aids in offering comprehensive financial advice. Ryan combines a thorough and tailored planning philosophy with a disciplined long-term investment approach to help clients develop and implement strategies for building wealth and realizing their goals.

Ryan has earned numerous professional recognitions, including the firm’s Platinum Council and Forbes Best-in-State Wealth Advisors* for 2022, 2023, and 2024.

Outside of work, his kids’ many activities keep him on the move. He has enjoyed coaching several baseball and basketball teams through the years. Rooting for Cincinnati’s sports teams and playing a round of golf here and there when time allows are favorite pastimes. He resides in Loveland, Ohio with his wife and two children. 

CA Insurance License Number:  0G93764.  Resident State OH.

*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

An industry veteran with a long runway remaining, Eric’s career began as a college intern with Merrill Lynch in Akron, Ohio, and it was there that Eric witnessed firsthand the market sell-off of October 19th, 1987.

“Black Monday” was an event that would shape Eric’s career, with the realization that preparation and process are paramount over panic. In the decades to follow, this philosophy has allowed Eric to combine his process-oriented approach with a passion for helping others, collaborating side by side on his clients’ long-term goals.

A native of Youngstown, Ohio, Eric attended Kent State University where he graduated cum laude with a degree in Finance. After some time with Merrill Lynch in Corpus Christi, Texas, where he met his wife, Diane, they moved back to Ohio where they settled in Miami Township and still live with their three children. After 18 years at PNC Investments, Eric moved his practice to Wells Fargo in 2012.

A great day for Eric would include an early morning workout, followed by a round of golf at the Oasis Country Club, ending with an evening in the kitchen preparing dinner with his family. Always an avid traveler, one of Eric’s most memorable trips came in September of 2001 when his flight was diverted to Moncton, New Brunswick, Canada while returning home from Europe on 9/11.

Adept at navigating turbulent financial times, Eric recently took it a step further and decided to take a discovery flight at his local airport. He was hooked and is in the process of obtaining his private pilot’s license, excited to see where that journey leads.

CA Insurance License Number:  4386516.  Resident State OH.

For over 35 years, Jim has been assisting clients in achieving their financial goals by taking a comprehensive investment planning approach. He prides himself on identifying and implementing time-tested investment strategies and resources, emphasizing conservative growth through professional money managers, income-oriented investments, tax reduction strategies, and comprehensive retirement planning. Jim develops long-term working relationships with his clients based on confidence and trust as he works to help achieve their goals.

Jim began his career with Wells Fargo Advisors in 2009, but he has been in the financial services industry since 1986 and spent eight years beforehand as a corporate accountant. He is glad to bring this perspective to his work with individual clients, charities, universities, and corporations. He has taught continuing education courses, conducted investment planning seminars, and completed retirement planning seminars for Cincinnati Bell.

Jim earned a Bachelor of Business Administration at Kent State University, with a double major in Finance and Economics. He is also a member of Sigma Phi Epsilon Fraternity. Jim is a registered securities representative (Series 7 and Series 63) and Life & Health Insurance licensed.

Jim resides in Mason, Ohio with his wife, Shelly. Shelly was a national Taekwondo champion in the early 1980s and was inducted into the World Taekwondo Hall of Fame. Jim is a member of the Grizzly Golf Club, where he is a two-time Nicklaus Cup Champion and a two-time Senior Club Champion. His daughter, Anna, lives in Arizona and is a Nursing Manager in the healthcare industry. When he’s not working, you can find Jim active with the CHRP Men’s Retreat at St. Susanna parish in Mason, Ohio or enjoying a game of golf.

CA Insurance License Number:  4386854.  Resident State OH.

Jake has been an advisor for over 10 years. From a young age, Jake has been interested in investing and current affairs. This interest led him to earn a degree in Finance with a focus on investments from Xavier University.

In 2018, Jake earned the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification exemplifies knowledge in the following areas: the financial planning process, retirement and employee benefits, investments, tax planning and management, risk management, and estate planning. Jake also has earned the Certified Exit Planning Advisor (CEPA) designation, which focuses on business owners successfully exiting their business.

Jake lives in Fort Mitchell, Kentucky with his wife, McKenzie, and young son. Outside of work, he prioritizes spending time with family and enjoys traveling to new places, concerts, comedy shows, and golfing. You can often find him working in the yard, reading, or golfing.

CA Insurance License Number: 0L28870. Resident State KY.

With over three decades in the financial services industry, Jean has had the privilege of serving hundreds of clients in or near retirement. Passionate about her role as a confidant and guide, she thrives on the opportunity to make a positive difference in their lives. She prides herself on building lasting relationships with them, understanding their needs, and providing unique strategies for each. She is especially in-tune to the unique needs of women investors and can see the impact of small details on the big picture which may often be overlooked. Simplifying complex issues is one of her specialties, and she brings honesty and directness to every client interaction with transparent and effective communication. Crafting tax-efficient portfolios, creating income plans, analyzing social security strategies, or even advising someone to work a few more years is all in a day’s work.

As a wife and mother of four children (including triplets), Jean skillfully balances the demands of home and work life with grace and determination. As a graduate of the University of Cincinnati, Jean still enjoys attending Bearcat games and volunteering at the Ronald McDonald house near campus. She and her husband of 25 years, Christopher, live in Anderson Township and spend much of their time cooking, camping, or walking their two dogs, Bear and Luna.

CA Insurance License Number:  0K34616.  Resident State OH.

For over 15 years, Emily has been working in the financial services industry where she loves working with clients and other professionals. She began in the industry through a college internship that offered her a role as a Client Associate after graduating from University of Cincinnati and she has been thrilled to continue that journey to this day. As a Senior Client Associate, Emily enjoys helping clients feel confident in their financial future.

Emily lives in Monroe, Ohio with her husband, Stephen, who owns two food trucks, and their young son. When possible, Emily and her husband love to support Cuddles for Clefts, which gifts care packages to families with children preparing for cleft repair surgery. Outside of work she enjoys spending time with friends and family, attending performances at the Aronoff, and trying new restaurants. You can often find her planning her next trip (potentially to Norway, where her sister lives) or going on puddle hunting walks with her son.

Wendy’s primary responsibility is to maintain a professional and organized environment that allows the team to devote their full attention to clients and their investment planning. She enjoys working with others, whether she is assisting the team in the investment planning process, or helping clients achieve their financial goals. She has been servicing clients for 40 years in the financial services industry.

Outside of the office, Wendy lives in the Blue Ash community. Her two daughters are currently living and working in Cincinnati. Wendy loves gardening, hiking with her dog, participating in yoga and Zumba classes, and completing home projects. She takes pride in cooking and entertaining friends and family. Wendy is a lover of all genres of music, so you can often find her checking out live music and other cultural activities around Cincinnati, as well as traveling to new destinations.

With over 25 years of industry experience, Sherry loves helping clients and interfacing with advisors to streamline processes and troubleshoot problems. She started in an operational capacity within the brokerage side of the business, but eventually became registered and began working as a Client Associate. Sherry often assists with technology needs and asset and estate processing, as she is as avid researcher and provides exemplary client service.

Sherry previously attended Northern Kentucky University and lives in Northern Kentucky with her husband and adult son. She has a white Labrador, Memphis, who loves to play catch. Outside of the office, Sherry stays active with her women’s group at her church and enjoys horseback riding in her spare time.