Meet The

Wealthquest Team

click to scroll down to the list of staff members

Filter by Team

Filter by Team
down
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Ben Basar

Financial Planning Specialist

Financial Planning
Estate Planning
All

Mark A. Bates

Chief Operating Officer

Leadership
All
Advisory
Operations

Elizabeth Buhr

Director of Client Services

All
Operations
Leadership

Brandon Butcher

Director of Tax Planning

All
Tax
Estate Planning

Jenny A. Burns

Senior Wealth Advisor

All
Advisory

Debby Cook

Wealth Administrator

All
Operations

Wade K. Daniel

Chief Executive Officer, Founder

Leadership
Advisory
Estate Planning
All

Adam Day

Senior Wealth Advisor

Advisory
All

Cyndi Dicello

Wealth Administrator

All
Operations

Patrick D. Hayes

Chief Compliance Officer

All
Operations

Ryan Foley

Senior Wealth Coordinator

Advisory

Kristina Gehring

Office and Marketing Administrator

All
Operations

Megan Hammann

Director of Financial Planning

All
Financial Planning
Estate Planning

Beverly J. Hassan

Senior Wealth Coordinator

Advisory

Jason Hass

Senior Tax Advisor

All
Tax
Financial Planning

Sherri Hitsman

Tax Administrator

All
Tax

Jodi Hodges

Wealth Coordinator

All
Advisory

Trishna Shah Keiser

Senior Tax Advisor

All
Tax

W. David Kern

President

All
Leadership
Advisory

Stephen P. King

Vice President

All
Advisory

Dan Larson

Vice President

Leadership
Tax
Advisory
All

Emily Lay

Receptionist

All
Operations

James Lenhoff

Founder

All
Leadership

Luke Leong

Director of Investments

All

Katie Loewe

Associate Financial Planner

Financial Planning

Mike H. Loewe

Senior Wealth Advisor

Advisory
All

Sam Martinez

Wealth Advisor

All
Financial Planning
Advisory

Michael T. Moore, Jr.

Wealth Advisor

Advisory
All
Financial Planning

Beth Morris

Wealth Coordinator

Advisory
All

Courtney Murnen

Tax Advisor

All
Tax

Jill Northcutt

Senior Client Operations Specialist

All
Operations

Luke Nordman

Associate Wealth Advisor

Advisory
Financial Planning

Amanda Ohe

Wealth Coordinator

All
Advisory

Kory Orellana

Operations Manager

All
Operations

James C. Oliger

Senior Fund Analyst

All
Tax

Tricia Powell

Wealth Coordinator

Financial Planning

Rob Reichwein

Associate Wealth Advisor

Financial Planning
Advisory

Sean Rengering

Legacy Planning Advisor

All
Estate Planning
Financial Planning

Michael Riney

Wealth Advisor

All
Advisory
Financial Planning

John Ristau

Tax Advisor

All
Tax

Shawn M. Scott

Senior Wealth Advisor

Advisory
All

Joy Shehane

Wealth Administrator & Event Coordinator

All

Harjot Singh

Tax Associate

All
Tax

Michael Upole

Tax Advisor

All
Tax

Samantha Upson

Operations Specialist

Operations

Angela Williams

Senior Wealth Advisor

Advisory
All

Shane Wilson

Tax Advisor

Tax

Jordan Yeggy

Senior Tax Advisor

Tax
All
Financial Planning

Shelly Spiller

Office Manager

All
Operations
What We Do
Our ServicesTax PlanningEstate PlanningInvestment ManagementFinancial Planning
About
Our PeopleOur FirmCareersCincinnati Financial Advisors
Resources
LibraryEventsFAQs & FeesFinancial ScorecardGE Retirement Benefits
Connect
Get Started
Relationship SummaryRelationship Summary
Form ADVForm ADV
Google Review DisclosureGoogle Review Disclosure
Privacy Policy and Terms of UsePrivacy Policy and Terms of Use
SEC DisclosureSEC Disclosure
© Wealthquest . All Rights Reserved.
The Wealthquest knot logo and the phrase “Invest In Your Life, We’ll Do The Rest” are registered trademarks under Wealthquest Corporation