Meet The

Wealthquest Team

click to scroll down to the list of staff members

Filter by Team

All
Leadership
Advisory
Tax
Financial Planning
Estate Planning
Operations
Filter by Team
down

Advisory Team

Wade K. Daniel

Chief Executive Officer, Founder

Leadership
Advisory
Estate Planning
All

W. David Kern

President

All
Leadership
Advisory

Dan Larson

Vice President

Leadership
Advisory
All
Tax

Mark A. Bates

Chief Operating Officer

Leadership
All
Advisory
Operations

Jenny A. Burns

Senior Wealth Advisor

All
Advisory

Ryan Foley

Senior Wealth Coordinator

Advisory

Beverly J. Hassan

Senior Wealth Coordinator

Advisory

Jodi Hodges

Wealth Coordinator

All
Advisory

Stephen P. King

Vice President

All
Advisory

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

Luke Nordman

Associate Wealth Advisor

Advisory
Financial Planning

Amanda Ohe

Wealth Coordinator

All
Advisory

Rob Reichwein

Associate Wealth Advisor

Financial Planning
Advisory

Michael Riney

Wealth Advisor

All
Advisory
Financial Planning

Angela Williams

Senior Wealth Advisor

Advisory
All
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