Our advisors

Patty Heimbuch

Patty Heimbuch

Private Wealth Advisor

Learn more about Patty Heimbuch Visit Patty Heimbuch's website
Brian Howland

Brian Howland

Associate Financial Advisor

Learn more about Brian Howland Visit Brian Howland's website
Kaitlin Schaengold

Kaitlin Schaengold

Associate Financial Advisor

Learn more about Kaitlin Schaengold Visit Kaitlin Schaengold's website

Our team

Mike Vennemeyer

Mike Vennemeyer

Paraplanner

Qualifications

  • Certified Financial Planner® candidate
  • CRPC®, Chartered Retirement Planning Counselor
  • Holds a Series 7 License
  • Holds a Series 63 License
  • Holds a Series 65 License
  • Bachelor of Science and Administration, Xavier University

Roles & Responsibilities

  • Manages financial planning development and analysis, including retirement projections, insurance needs and tax planning strategies
View more
Justin Wagner

Justin Wagner

Paraplanner

Qualifications

  • Holds a Series 7 License
  • Holds a Series 66 License
  • Holds Life and Health Insurance License
  • Bachelor of Business Administration, University of Cincinnati

Roles & Responsibilities

  • Supports investment department, completes securities transactions and money movement requests
  • Aids in the research and development of investment products and portfolios
View more
Megan Heimbuch

Megan Heimbuch

Marketing Manager

Qualifications

  • APR, Accredited in Public Relations
  • Master of Arts, University of Dayton
  • Bachelor of Arts, University of Dayton

Roles & Responsibilities

  • Manages marketing and branding initiatives, while providing support to new business administration and concierge services
View more
Mary Janet Kallmeyer

Mary Janet Kallmeyer

Client Service Coordinator

Qualifications

  • Notary
  • Bachelor of Business Administration, University of Houston

Roles & Responsibilities

  • Manages new business administration, account maintenance and client service inquiries
  • Completes money movement requests and bank drafts
View more
Diane Dunivant

Diane Dunivant

Administrative Assistant

Qualifications

  • Notary

Roles & Responsibilities

  • Serves as immediate point of contact for all clients and guests entering the office, while providing support to new business administration and concierge services
View more