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Amanda A. Wallace

Amanda A. Wallace

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Summer C. Wanner

Summer C. Wanner

Operations Associate
Operations, Cincinnati - West
J. Christine Warren, Esq.

J. Christine Warren, Esq.

Vice President of Estate Planning, Senior Trust Counsel, Principal
Trust Company, Cincinnati - West
M. Jay Wertz, CAP®, CFP®

M. Jay Wertz, CAP®, CFP®

Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati - West
Alex Wertz, CFP®

Alex Wertz, CFP®

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Joseph P. White, CFA, CFP®

Joseph P. White, CFA, CFP®

Associate Portfolio Manager
Wealth Management, Dayton
James M. Wineland, CFP®, CIMA®, AIF®

James M. Wineland, CFP®, CIMA®, AIF®

Portfolio Manager
Wealth Management, Cleveland - Akron
George Wong, CFA

George Wong, CFA

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Jacqueline R. Wright, FPC

Jacqueline R. Wright, FPC

Corporate Accountant
Corporate Finance, Cincinnati - West
Scott Wyckoff, CFA, CFP®

Scott Wyckoff, CFA, CFP®

Managing Director, Principal
Family Office Services, Cincinnati - West