Find an advisor that fits.
Find an advisor whose personality and strengths will serve your goals (our whole team will back them up as they support you).
Our Team
Matt Andreas
Financial Advisor, CIMA®, CFP®
Dublin
Doug Bambeck
President, Chief Compliance Officer, AIF®
New Philadelphia
Kandy Bichsel
Client Relationship Specialist
New Philadelphia
Darren Brooks
Principal, AIF®
Mentor
Matt Campbell
Principal, CFP®, ChFC®, AIF®
Millersburg
Britni Eichel
Client Relationship Specialist
New Philadelphia
Kathy Evans
Client Relationship Specialist
Dublin
Doug Feller
Principal, CFP®, CFA®, AIF®
Dublin
Max Feller
Wealth Management Assistant
New Philadelphia
Stephen Frank
Principal, AIF®
Dublin
Tiffany Gallion
Client Relationship Specialist
Millersburg
Courtney Hart
Client Relationship Specialist
Dublin
Jarrod Hart
Financial Advisor, CFP®, ChFC®, CRPS®
Dublin
Chris Hensel
Principal, AIF®
New Philadelphia
Benjamin Kyler
Financial Advisor
Dublin
Heather Milburn
Firm Administrator
New Philadelphia
Lisa Schura
Client Relationship Specialist
Mentor
Thomas Schrock
Financial Advisor
Independence
Steven Stocker
CEO, AIF®
New Philadelphia
Kelly Wallick
Customer Service Manager
New Philadelphia
Tony Yoder
Financial Advisor
New Philadelphia
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