Further Financial Group - West

Advisors

Brian Lillis

Brian Lillis

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
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Nathan High

Nathan High

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Team

Staci 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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Barb 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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