Our advisors

Patty Heimbuch

Patty Heimbuch

Private Wealth Advisor

Learn more about Patty Heimbuch
Brian Howland

Brian Howland

Associate Financial Advisor

Learn more about Brian Howland

Our team

Mike Vennemeyer

Mike Vennemeyer

Paraplanner

Qualifications

  • Holds a Series 7 License
  • Holds a Series 63 License
  • Holds a Series 65 License
  • Holds Ohio Insurance 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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Ben Dobler

Ben Dobler

Paraplanner

Qualifications

  • Certified Financial Planner® candidate
  • Holds a Series 7 License
  • Holds a Series 63 License
  • Holds a Series 65 License
  • Master of Arts, Northern Illinois University
  • Bachelor of Arts, Bowling Green State University

Roles & Responsibilities

  • Supports analysis and development of both financial planning and investment planning objectives
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Justin Wagner

Justin Wagner

Paraplanner

Qualifications

  • Certified Financial Planner® candidate
  • 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
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Kaitlin Schaengold

Kaitlin Schaengold

Operations Manager

Qualifications

  • Notary
  • Certified Financial Planner® candidate
  • Holds a Series 7 License
  • Holds a Series 66 License
  • Masters in Business Administration, Xavier University
  • Bachelor of Science in Business Administration, Ohio State University

Roles & Responsibilities

  • Manages internal business operations related to human resources, technology, facilities management, compliance, licensing and scheduling, as well as new business administration and concierge services
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Megan Heimbuch

Megan Heimbuch

Marketing Manager

Qualifications

  • 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
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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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