Get To Know Us

Team

Primary Advisors

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 green

Enjoys 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

Client Service Team

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 Dead

Would 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 laundry

Borderline addicted to true crime podcasts

Hopelessly in love with peanut butter

More About Ashely

Ashley Stahl

Accounting Associate

Support Team

Can ballroom dance with her husband

Loves to play games with family and friends

Favorite 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 film

Her 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

Get To Know Us

Team

Primary Advisors

Aaron Bates, CFP®

Managing Principal

Eric Key, CPA

Principal, Account Manager

Neil Hinkle, CPA

Principal

Ryan Gilmer, CFA®

Principal, Chief Investment Officer

Teri Yoder, CPA

Principal, QuickBooks ProAdvisor

Beau Carpenter, CPA

Principal, Accounting & Tax

Chris Nadler, CFP®

Senior – Investment Advisor Representative

Jessica Roth, CPA

Account Manager

Scott Saner, CPA

Account Manager

Tracy Wells

Investment Advisor Representative, National Social Security Advisor Certificate Holder

Allison Smith, CPA

Senior Accountant

Matthew Lefelhoc, CFP®

Investment Advisor Representative

Client Service Team

Rhealyn Adkins

Accounting Associate

Jane Caskey

Client Service Specialist

Lori Cates

Accounting Associate

Felicia Fortney

Accounting Associate

Jenna Gonzales

Accounting Associate

Tammy Higgins

IAS Client Service Specialist

Jake Jones

Investment Advisor Representative

Ashley Stahl

Accounting Associate

Support Team

Jenny Plummer

Firm Administrator

Jerod Daniel

Operations & Compliance Coordinator

Ashley Ferrell

Bookkeeper

Dawn Henning

Client Service Coordinator

Jordan Kvochick

Marketing & Client Service Coordinator

Our Founders

Ed Whitcomb

Co-Founder

Jim Hess

Co-Founder

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Aaron Bates, CFP^®

Ryan Gilmer, CFA^®

Chris Nadler, CFP^®

Matthew Lefelhoc, CFP^®