Our Family of Companies
western & southern financial group logo
western & southern life
columbus life logo
eagle realty group logo
fort washington logo
gerber life logo
integrity life logo
lafayette life logo
national integrity life logo
touchstone investments logo
w&s financial group distributors logo

Private Client Group

We are a team of wealth planners, portfolio managers, and client service professionals who are proactive in developing strategies that help you achieve your goals. 
Tracey Stofa

Tracey M. Stofa

Managing Director, Head of Private Client Group
Meet Tracey Stofa
Kate Brown

Kate C. Brown, CFP®

Managing Director

Meet Kate Brown
Stefanie Burkert

Stefanie Burkert

Relationship Manager

Meet Stefanie Burkert
Bill Creviston

William G. Creviston, JD

Vice President, Senior Portfolio Manager

Meet William Creviston
Neal Davis

Neal G. Davis, CFA, CFP®

Vice President, Senior Portfolio Manager

Meet Neal Davis
Tom Finn

Thomas L. Finn, CFA

Vice President, Senior Portfolio Manager

Meet Thomas Finn
Amy Hoffman

Amy L. Hoffman

Relationship Manager

Meet Amy Hoffman

Caitlin R. Jaskiewicz

Relationship Manager

MEET CAITLIN JASKIEWICZ
Josh Sillies

Joshua M. Sillies, CFP®

Wealth Planner

Meet Joshua Sillies
Cindy Tsai

Cindy S. Tsai, CFA, CAIA

Assistant Vice President, Client Group Investment Research

Meet Cindy Tsai
Charlie Ulbricht

Charles A. Ulbricht, CFA

Vice President, Senior Portfolio Manager

Meet Charles Ulbricht
Gerry Ulland

Gerald J. Ulland, FSA

Managing Director, Private Client Group

Meet Gerald Ulland

Wealth Planning

Our team of wealth planners will help lead you on a journey to discover what’s important to you now and in the future. Tailored to enrich your life and the lives of your loved ones, we will help guide you through a seamless wealth planning experience. 
Explore Wealth Planning

Advisory Approach

Using your goals as our guide, we develop an investment plan personalized to fit your time horizon, your appetite for risk, and any other unique constraints you may have. 
Explore Advisory Approach

How Can We Help?

Or
Give us a call 888-244-8167 888-244-8167