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

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

David S. Currier, CFP®, CFA®

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®

Wealth Advisor

Cincinnati, Columbus

Kristen Comeau

Regional Vice President

Boulder, Denver, Denver – Tech Center, Frisco, Omaha, Cincinnati, Columbus

Paul Barlow

Paul Barlow

Regional Vice President

Columbus, Livonia, Cincinnati

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

Retirement Specialist

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