Our Team

People

Get to know us


With more than 200 financial professionals with their own specialties, certifications, and passions - the right person for you is just a click away.

Culture
More than just people who share an office

An organization founded on three pillars: Collaboration, Community, and Connection.

Browse our people

Locations
Cincinnati
Cleveland
Columbus
Toledo
Roles
Associates
Executives
Management
Partners
Support Team
Specialties
Business
LGBTQ
Special Needs