Further Financial Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Further Financial Group
Team photo for Further Financial Group

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Advisors

Advisor photo for Brian Lillis

Brian Lillis

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Brian Lillis's website
Advisor photo for Nathan High

Nathan High

MBA, CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Nathan High's website


Team

Staci L Lillis

Staci L Lillis

Office Manager,

Client Service Manager

Qualifications

  • Staci has been in the financial industry for more than 30 years. She started at a bank in Cincinnati in 1980. She later worked at several brokerage firms until she joined the practice in 2001.

Roles & Responsibilities

  • Staci schedules appointments, prepares Brian for client meetings, assists clients with questions and account issues, client account management, and oversees daily office activities.
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Barbara Nieman

Barbara Nieman

Financial Planning Assistant,

Event Planner

Qualifications

  • Barb graduated from the University of Cincinnati in 1986 and then continued on to work as a paralegal for several prestigious law firms. She then joined the practice in 2006.

Roles & Responsibilities

  • Barb creates the deliverables for all financial plans and advice letters, plans marketing events, as well as keeping the office up to date on all compliance issues and updates.
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