Whitcomb & Hess is pleased to announce that Ryan Gilmer, CFA®, CMT® has joined our owner group effective January 1, 2021. Ryan was an Investment Advisor with our firm from 2006-2016. After a three-year stint in Akron, Ohio with the portfolio management team for Valmark Securities, Ryan returned to W&H in the fall of 2019 as Chief Investment Officer. He specializes in investment research, constructing investment portfolios, and analyzing market dynamics.
Ryan regularly meets with our entire Advisor team, leading discussions on investments and investment strategies that will benefit our clients. He holds the Chartered Financial Analyst (CFA®) designation, and is a Certified Market Technician (CMT®) designee. When asked what this promotion meant to him, Ryan said, “I am grateful to become a partner of the firm. I’m looking forward to many years of serving clients and helping them achieve their financial aspirations.”
As our firm continues to grow our Investment Advisory team and assets under management, Ryan’s expertise is a critical component in producing the investment results and experience we want for our clients. We are fortunate to have someone with Ryan’s experience making a difference on our team.
Teri Yoder, CPA, has been promoted to Manager within the firm. With this promotion, Teri will continue to build relationships with business owners; providing advisory, tax, and accounting services. Teri is a QuickBooks ProAdvisor and has been with W&H since 2014. Teri had this to say about taking on her new responsibilities, “I have been very blessed throughout my career at Whitcomb & Hess. I love working with our clients and I am excited to have even more opportunities to serve them.”
Ryan and Teri are both Ashland University alumni and reside in the Ashland area. Outside the office, Ryan enjoys watching sports and spending time with his wife, Tessa, and their three daughters, Regan, Lillian, and Marian. Teri and her husband, Ervin, have two sons, Hayden and Peyton, and when she’s not working or playing with her kids, Teri enjoys reading and gardening.
