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

Operations Team

Mark A. Bates

Chief Operating Officer

Leadership
All
Advisory
Operations

Elizabeth Buhr

Director of Client Services

Leadership
All
Operations

Patrick D. Hayes

Chief Compliance Officer

All
Operations

Kory Orellana

Operations Manager

All
Operations

Samantha Upson

Operations Specialist

Operations
All

Shelly Spiller

Office Manager

All
Operations

Debby Cook

Wealth Administrator

All
Operations

Jill Northcutt

Senior Client Operations Specialist

All
Operations

Cyndi Dicello

Wealth Administrator

All
Operations

Emily Lay

Receptionist

All
Operations
What We Do
Our ServicesTax PlanningEstate PlanningInvestment ManagementFinancial Planning
About
Our PeopleOur FirmCareersCincinnati Financial Advisors
Resources
LibraryEventsFAQsFeesFinancial 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