Meet The Team

The Capital Management Group

Cindy Stewart

Cindy Stewart

Client Relationship Manager

Joseph Starkey

Joseph G. Starkey, AIF®

Team Leader, Investment Advisor Representative of LPL Financial, Partner

Lisa Batchelder

Lisa Batchelder

Business Support Specialist

Michael Hadt

Michael R. Hadt AIF®

Team Leader, Investment Advisor Representative of LPL Financial, Partner

The Principal Management Group

Bridget Shoemaker

Bridget Shoemaker

Wealth Advisor, Partner

Clint Henry

Clint Henry

Wealth Advisor, Partner

Marc Ruiz

F. Marc Ruiz

Team Leader, Partner

Mike  Marshall

Mike Marshall

LPL Registered Sales Assistant

The Wealth Management Group

Aimee Cooper

Aimee Cooper

Business Support Specialist

Jason Urbaniak

Jason Urbaniak, AIF®

Partner, Wealth Advisor

Mario Ruiz

Mario A. Ruiz

Partner, Wealth Advisor

Stephen Kavois

Stephen P. Kavois, CFP®

Partner, Wealth Advisor

The Asset Management Group

Adam Sipes

Adam K. Sipes

Investment Advisor Representative of LPL Financial

Independent Associates

Shane Crist

Shane Crist

Independent Associate

(888)329-1449

513-233-3301

Managers

Crystal DeHaven

Crystal DeHaven

Director of Client Experience

Diana Remboski

Diana Remboski

Operations Manager