Grew up on a dairy farm and raised horses Basketball junkie and Fantasy Football Champion Never passes up a double-oaked bourbon More About Aaron Aaron Bates, CFP® Managing Principal
Fan of dark chocolate, red wine, and good food Enjoys kayaking Loves spending time with his grandkids More About Eric Eric Key, CPA Principal, Account Manager
Was a licensed skydiver Built a retirement home decision committee (7 kids) Loves gummy bears, hates when bread gets squished More About Neil Neil Hinkle, CPA Principal
Lover of grilling meat over charcoal Family vacation planner Often interviews himself on a wide range of topics More About Ryan Ryan Gilmer, CFA® Principal, Chief Investment Officer
#BoyMom and loves it! Knows every song from Hamilton Drives a zero-turn mower better than you More About Teri Teri Yoder, CPA Principal, QuickBooks ProAdvisor
Star Wars fan boy Hopes to visit all US National Parks Can be found in the gym, walking, or hiking daily More About Beau Beau Carpenter, CPA Principal, Accounting & Tax
Huge fan of THE Ohio State University Buckeyes Favorite Drink: McDonald’s Sweet Tea Has completed 10+ full and half marathons combined More About Chris Chris Nadler, CFP® Senior – Investment Advisor Representative
An accountant who married an accountant Was a Junior Olympian and collegiate All-American in Sport Pistol Professional nap-taker when husband watches NASCAR More About Jessica Jessica Roth, CPA Account Manager
Caffeine dependent 2010 Mountain Dew Slush Cup champion His wife is a nurse but he’s very scared of blood More About Scott Scott Saner, CPA Account Manager
Buys flour in 50-pound bags The best pizza comes from her backyard When’s the next cruise? More About Tracy Tracy Wells Investment Advisor Representative, National Social Security Advisor Certificate Holder
Loves pineapple on pizza Favorite color is greenEnjoys watching The Cube More About Allison Allison Smith, CPA Senior Accountant
Favorite drink: Strawberry Milk Enjoys all things Cleveland Sports Has been told he looks like Jeff Gordon More About Matthew Matthew Lefelhoc, CFP® Investment Advisor Representative
Loves playing pickle ball Huge fan of Kentucky Basketball Obsessed with the royal family More About Rhealyn Rhealyn Adkins Accounting Associate
Binge watches Grey's Anatomy and The Walking DeadWould cast Sandra Bullock to play her in a film Her hidden talent is dancing badly! More About Jane Jane Caskey Client Service Specialist
Has held a NASCAR official’s license Mom to rescue dog and rescue cat Favorite movie: Days of Thunder More About Lori Lori Cates Accounting Associate
Dirt Track Racing Queen She and her husband plan to travel the country in an RV when they retire Theme song: Pontoon - Little Big Town More About Felicia Felicia Fortney Accounting Associate
Has impressive pajama collection Guilty Pleasure TV: 90 Day Fiancé Avid tea drinker More About Jenna Jenna Gonzales Accounting Associate
Unapologetically promotes Fat Bear Week Sings pretty well, plays piano very poorly Wants to snuggle ALL THE CATS More About Tammy Tammy Higgins IAS Client Service Specialist
Has never broken a bone! 3X winner of Grand Champ Goat at Ashland County Fair Has a recurring dream about not having enough credits to graduate college More About Jake Jake Jones Investment Advisor Representative
Doesn't separate laundryBorderline addicted to true crime podcastsHopelessly in love with peanut butter More About Ashely Ashley Stahl Accounting Associate
Can ballroom dance with her husband Loves to play games with family and friendsFavorite movie: A Knight's Tale More About Jenny Jenny Plummer Firm Administrator
Favorite candy: Sour Patch Kids Would cast The Rock to play him in a movie Currently binge-watching: Seinfeld More About Jerod Jerod Daniel Operations & Compliance Coordinator
Would cast Julia Roberts to play her in a filmHer favorite snack is cheese Binge-watches reality tv More About Ashley Ashley Ferrell Bookkeeper
Doesn’t turn down sweets Loves a road trip Has attended sporting events in 13 states More About Dawn Dawn Henning Client Service Coordinator
Usually reading 2+ books concurrently Paints monsters into thrift store landscapes Judge-y about all baked goods More About Jordan Jordan Kvochick Marketing & Client Service Coordinator