Name

 Title

DID#

Aaron Bates

 CFP, Investment Advisor Representative

419.496.2226

Allison Smith

 CPA, Senior Accountant

419.496.2125

Beth Gault

 Associate

419.496.2247

Beth Smart

 Administrative Assistant

419.496.2111

Bill Harvey

 CPA, Account Manager, Owner

419.496.2196

Bruce Ronk

 Systems Administrator

419.496.2121

Cheri Smeltzer

 Operations Administrator

419.496.2242

Chris Bevington

 CPA, Senior Accountant

419.496.2201

Deb Hawks

 IAS Administrative Assistant

419.496.2228

Eric Key

 CPA, Account Manager, Owner

419.496.2181

Jaimi Vore

 Associate

419.496.2259

Jim Hess

 CPA, Account Manager, Owner

419.496.2177

Jody Bartter

 Associate

419.496.2260

Karen Gerwig

 Administrative Assistant

419.496.2303

Kim Tanner

 SPHR, Firm Administrator

419.496.2212

Lori Cates

 Associate

419.496.2282

Naomi Chapman

 Bookkeeper

419.496.2203

Neil Hinkle

 Associate Systems Administrator

419.496.2198

Roger Kramer

 CPA, Owner

419.496.2147

Ryan Gilmer

 Investment Advisor Representative

419.496.2227

Steph Clark

 CPA, Senior Accountant

419.496.2151

Tami Reynolds

 CPA, Account Manager, Owner

419.496.2207

Tim Rowsey

 CPA, Investment Advisor Representative, Owner

419.496.2225