Our advisors

Patty Heimbuch

Patty Heimbuch

CFP®

Private Wealth Advisor

Learn more about Patty Heimbuch Visit Patty Heimbuch's website
Kaitlin Schaengold

Kaitlin Schaengold

MBA, CFP®

Associate Financial Advisor

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

Brian Howland

CFA®, CFP®

Associate Financial Advisor

Learn more about Brian Howland Visit Brian Howland'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
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Nick Hyrcza

Nick Hyrcza

Paraplanner

Qualifications

  • Bachelor of Science and Business Administration, Xavier University

Roles & Responsibilities

  • Supports analysis and development of both financial planning and investment planning objectives
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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
  • Supports internal business operations related to human resources, technology, facilities management, compliance, licensing and scheduling
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Tracy Detmering

Tracy Detmering

Client Service Manager

Qualifications

  • Bachelor of Science, Ohio University

Roles & Responsibilities

  • Manages new business administration and concierge services
  • Coordinates execution of new business with internal and external business partners
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Mary Janet Kallmeyer

Mary Janet Kallmeyer

Client Service Coordinator

Qualifications

  • Notary
  • Bachelor of Business Administration, University of Houston

Roles & Responsibilities

  • Supports new business administration, account maintenance and client service inquiries
  • Completes money movement requests and bank drafts
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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
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