Emily C. Berryman Senior Accountant

Cincinnati, OH

513-794-7475

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Tom Finley Senior Advisor Support Specialist

Cincinnati, OH

513-794-7462

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Larry Langefels, CPA Partner, Regional Director

Cincinnati, OH

513-794-5841

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Walt Lunsford, AAMS® Partner, Regional Director, Wealth Advisor

Cincinnati, OH

513-794-5840

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Edwina L. Martin, CPA, NSSA® Senior Tax Manager

Cincinnati, OH

513-794-7463

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Evan Maushart Associate Financial Planner

Cincinnati, OH

513-794-7472

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Jacob Petrie, CFP® Wealth Advisor

Cincinnati, OH

513-794-7469

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Clayton Reynolds, CRPS® Partner, Wealth Advisor

Cincinnati, OH

513-794-5842

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Mindy Sander Administrative Assistant

Cincinnati, OH

513-794-7468

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Jacob Weber Associate Financial Planner

Cincinnati, OH

513-794-7466

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