Our Family of Companies
western & southern financial group
western & southern life
columbus life insurance company
eagle realty group
fort washington investment advisors
gerber life insurance
integrity life insurance company
lafayette life insurance company
national integrity life insurance company
touchstone investments
western & southern financial group distributors

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. 
Rebecca Brinkmiller

Rebecca L. Brinkmiller, CFP®, RICP®

Relationship Manager

Meet Rebecca Brinkmiller
Kate Brown

Kate C. Brown, CFP®

Vice President, Senior Wealth Planner

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
Tom Finn

Thomas L. Finn, CFA

Vice President, Senior Portfolio Manager

Meet Thomas Finn
Amy Hoffman

Amy L. Hoffman

Relationship Manager

Meet Amy Hoffman
Timothy Hogan

Timothy S. Hogan, CFA, CAIA

Assistant Vice President, Senior Portfolio & Investment Manager

Meet Timothy Hogan
Jeanne Lawhon

Jeanne A. Marinangeli

Private Client Group Coordinator

Meet Jeanne Marinangeli
Josh Sillies

Joshua M. Sillies, CFP®

Wealth Planner

Meet Joshua Sillies
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?

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