Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Cincinnati

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Ben Kautz

Ben Kautz, CFP®

Executive Managing Director

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Jeannette Jones, CFP®

Sr. Wealth Advisor, Director

Jeff Smith

Jeff Smith

Wealth Advisor

Columbus, Cincinnati

Julie-Albright

Julie Albright

Wealth Advisor

Michael Raidt, CFP®

Wealth Advisor

Cincinnati, Columbus

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus

Leigh Edwards

Client Service Specialist

Marlie Montgomery

Client Service Specialist

Cincinnati, Columbus

Suzanne Randolph

Manager, Client Service

Cincinnati, Columbus

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