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

The Wealth Management Group

Aimee Cooper

Aimee Cooper

Client 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