Your Team

We are a team of wealth advisors, wealth planners, and portfolio managers who are proactive in developing strategies that help you achieve your goals. 
Give Us a Call 888-244-8167

Leadership, Wealth Advisors & Wealth Planners

Steve Mullin

Stephen R. Mullin

Managing Director, Private Client Group

Career Summary
U.S. Bank
Fifth Third Bank

Education 
BS - Miami University

Meet Stephen Mullin
Carl Adkins

Carl A. Adkins, CFP®, CWS®

Wealth Advisor

Career Summary
U.S. Bancorp Investments, Inc.

Education 
BA - Asbury University

Meet Carl Adkins
Adam Morton

Adam D. Morton, CFP®

Wealth Advisor

Career Summary
RiverPoint Capital Management
Westwood Management

Education 
BS - Miami University
MBA - Xavier University

Meet Adam Morton
Kate Brown

Kate C. Brown, CFP®

Vice President, Senior Wealth Planner

Career Summary
U.S. Bank

Education 
BS - University of Richmond

Meet Kate Brown
Josh Sillies

Joshua M. Sillies, CFP®

Associate Wealth Planner

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BS - Indiana University

Meet Joshua Sillies

Portfolio Managers

Matthew Bell

Matthew A. Bell, CFA, CAIA

Portfolio Manager

Career Summary
Western & Southern Financial Group

Education 
BS - United States Military Academy
MBA - Indiana University

Meet Matthew Bell
Bill Creviston

William G. Creviston, JD

Senior Portfolio Manager

Career Summary
Sena Weller Rohs Williams, LLC

Education 
BA - Denison University
JD - Capital University

Meet William Creviston
Tom Finn

Thomas L. Finn, CFA

Vice President, Senior Portfolio Manager

Career Summary
Provident Bank
Legg Mason

Education 
BA - Georgetown University
MBA - Xavier University

Meet Thomas Finn
Timothy Hogan

Timothy S. Hogan, CAIA

Portfolio Manager

Career Summary
Banc of America Securities
Bank of America Merrill Lynch

Education 
BS - Fordham University
MA - Fordham University

Meet Timothy Hogan
Jeremy Moore

Jeremy R. Moore

Vice President, Senior Portfolio Manager

Career Summary
Sena Weller Rohs Williams, LLC

Education 
BS - Colorado State University
MBA - Xavier University

Meet Jeremy Moore
Bill Sena

William T. Sena, Jr., CFA, CFP®

Vice President, Senior Portfolio Manager

Career Summary
Sena Weller Rohs Williams, LLC
Comerica Bank

Education 
BS - DePauw University
MBA - Indiana University

Meet William Sena
Charlie Ulbricht

Charles A, Ulbricht, CFA

Vice President, Senior Portfolio Manager

Career Summary
Cowgill-Haberer

Education 
BA - DePauw University
MBA - Indiana University

Meet Charles Ulbricht

Client Service

Rebecca Brinkmiller

Rebecca L. Brinkmiller, CFP®

Relationship Manager

Career Summary
Miramar Service, Inc. 

Education 
BS - Indiana University

Meet Rebecca Brinkmiller
Stefanie Burkert

Stefanie Burkert

Relationship Manager

Career Summary
U.S. Bank
Financial Legacy Group
WesBanco Bank

Education 
Bonhoeffer Business College

Meet Stefanie Burkert
Amy Hoffman

Amy L. Hoffman

Relationship Manager

Career Summary
Sena Weller Rohs Williams, LLC

Meet Amy Hoffman
Connie Krebs

Connie L. Krebs

Assistant Vice President, Senior Relationship Manager

Career Summary
Western & Southern Financial Group

Education 
BA - Thomas More College
MBA - Northern Kentucky University

Meet Connie Krebs
Jeanne Lawhon

Jeanne A. Lawhon

Private Client Group Coordinator

Career Summary
U.S. Bank

Education 
BA - Thomas More College

Meet Jeanne Lawhon
Katie Owens

Katie N. Owens

Relationship Manager

Career Summary
U.S. Bancorp Investments, Inc.

Meet Katie Owens

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?

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