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  • Michelle Richard

    Michelle L. Richard

    Client Support Assistant & Office Coordinator

  • Deanna Richter

    Deanna M. Richter

    Client Support Assistant

  • Anita Ridener

    Anita L. Ridener

    Front Desk Associate

  • Michael Riel

    Michael O. Riel

    Trust Associate

  • Charles Rinehart

    Charles E. Rinehart, CFA, CAIA

    Chief Investment Officer, Principal

  • Justin Rowden

    Justin T. Rowden, CFP®

    Senior Portfolio Manger, Principal

  • Vincent Russell

    Vincent L. Russell

    Managing Director of Dayton Market, Principal

  • Elizabeth Schaefer

    Elizabeth R. Schaefer, CIMA®

    Senior Portfolio Manager, Principal

  • Benjamin Schwartz

    Benjamin J. Schwartz

    Associate Systems Administrator

  • Maria Seda

    R. Maria Seda

    Senior Corporate Finance Associate

  • Maria Seffrin

    Maria D. Seffrin

    Trust Associate

  • Kathy Sias

    Kathy B. Sias

    Risk Officer

  • Joel Siefert

    Joel D. Siefert, CFA

    Senior Portfolio Manager, Principal

  • Lauren Simon

    Lauren E. Simon

    Client Support Assistant

  • Christine Smith

    Christine L. Smith

    Client Support Specialist

  • Valerie Spence

    Valerie M. Spence

    Client Support Assistant

  • Diane Spitznagel

    Diane M. Spitznagel, Esq., CTFA

    Senior Trust Officer

  • Michael Stanis

    Michael G. Stanis, CFA, CFP®, MBA

    Portfolio Manager, P&G Retirement Plans Director

  • Lisa Tague

    Lisa R. Tague

    Client Support Assistant & Office Coordinator

  • David Theobald

    David Q. Theobald, CFA

    Senior Portfolio Manager, Principal

  • Michael Timm

    Michael R. Timm, CFA, CFP®

    Senior Portfolio Manager, Principal

  • Tamara Truman

    Tamara L. Truman

    Marketing Assistant

  • Chris Tschieder

    Christopher A. Tschieder, CFP®

    Senior Portfolio Manager, Principal

  • Nicole Utz

    Nicole Utz

    Portfolio Manager Assistant

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