Skip to Main Navigation Skip to Main Content

Private Client Group

Leadership, Wealth Advisors & Wealth Planners

Steve Mullin

Stephen R. Mullin

Managing Director, Private Client Group

Meet Stephen Mullin
Carl Adkins

Carl A. Adkins, CFP®, CWS®

Vice President, Senior Wealth Advisor

Meet Carl Adkins
Adam Morton

Adam D. Morton, CFP®

Wealth Advisor

Meet Adam Morton
Kate Brown

Kate C. Brown, CFP®

Vice President, Senior Wealth Planner

Meet Kate Brown
Josh Sillies

Joshua M. Sillies, CFP®

Wealth Planner

Meet Joshua Sillies

Portfolio Managers

Matthew Bell

Matthew A. Bell, CFA, CAIA

Assistant Vice President, Portfolio Manager

Meet Matthew Bell
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
Timothy Hogan

Timothy S. Hogan, CAIA

Investment Manager

Meet Timothy Hogan
Jeremy Moore

Jeremy R. Moore

Vice President, Senior Portfolio Manager

Meet Jeremy Moore
Charlie Ulbricht

Charles A. Ulbricht, CFA

Vice President, Senior Portfolio Manager

Meet Charles Ulbricht

Client Service

Rebecca Brinkmiller

Rebecca L. Brinkmiller, CFP®

Relationship Manager

Meet Rebecca Brinkmiller
Stefanie Burkert

Stefanie Burkert

Relationship Manager

Meet Stefanie Burkert
Amy Hoffman

Amy L. Hoffman

Relationship Manager

Meet Amy Hoffman
Jeanne Lawhon

Jeanne A. Lawhon

Private Client Group Coordinator

Meet Jeanne Lawhon
Katie Owens

Katie N. Owens

Relationship Manager

Meet Katie Owens

Ready to Continue?

You have clicked a link to access information on a new website, so you will be leaving

Because this new site is independent, Western & Southern Financial Group neither manages nor assumes responsibility for its content. 

Are you ready to move forward?