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. 
Matthew Bell

Matthew A. Bell, CFP®, CFA, CAIA

Assistant Vice President, Portfolio Manager

Meet Matthew Bell
Rebecca Brinkmiller

Rebecca L. Brinkmiller, CFP®

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, CAIA

Investment Manager

Meet Timothy Hogan
Jeanne Lawhon

Jeanne A. Lawhon

Private Client Group Coordinator

Meet Jeanne Lawhon
Jeremy Moore

Jeremy R. Moore

Vice President, Senior Portfolio Manager

Meet Jeremy Moore
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