Mike Whelan
Chief Financial Officer & Chief Operating Officer
Pashence Barrera
Finance and Operations Associate
Tyler S. Lang, CFA
Founder & CEO
Tyler.Lang@journeyadvisory.group
Jim Owens, CFP®
Senior Financial Advisor
Jim.Owens@journeyadvisory.group
Mike Whelan
Chief Financial Officer & Chief Operating Officer
Mike.Whelan@journeyadvisory.group
Mike is Chief Financial Officer & Chief Operating Officer with Journey Advisory Group, LLC. He is responsible for further development of policies and procedures for effective recording, analyzing, and reporting of all financial...
Kevin Kane
Senior Financial Advisor
Kevin.Kane@journeyadvisory.group
Kevin’s role as a Senior Financial Advisor & Portfolio Manager is to help clients meet their long-term goals through prudent and strategic investment planning. Kevin is responsible for constructing, developing, and explaining...
Laura Moschel
Chief of Staff
Laura.Moschel@journeyadvisory.group
Laura joined Journey Advisory Group in March of 2017. She maintains and oversees the HR needs of the firm as well as helps facilitate the day-to-day operations of Journey from our Northern Kentucky office. Laura has worked in the HR...
Dan Helmick
Research Analyst & Trader
Dan.Helmick@JourneyAdvisory.Group
Dan Helmick is a Research Analyst & Trader for Journey Advisory Group. Prior to joining Journey, Dan worked in various equity research, trading, and portfolio management roles at banks, broker dealers, and registered investment...
Hal Klink
Business Advisor
Hal.Klink@JourneyAdvisory.Group
Hal is an advisor to Journey Advisory Group. He has five decades of experience in Wealth Management which includes investments, taxes, as well as financial and retirement planning. He also has prior experience with Trust and Estate...
Eric Pettway, CFA
Chief Investment Officer
Eric.Pettway@JourneyAdvisory.Group
Kelli Tranbarger
Portfolio Administrator
Kelli.Tranbarger@JourneyAdvisory.Group
Jenna Philibin
Marketing Associate
Jenna.Philibin@JourneyAdvisory.Group
Jenna is the Marketing Associate of Journey Advisory Group. She is responsible for coordinating the marketing activities of Journey's four offices. She holds a BA in Marketing from the University of Cincinnati and previously worked in...
Dan Leahy, CFP®
Senior Financial Advisor
Dan.Leahy@journeyadvisory.group
A native of Sacramento, Dan has more than 20 years of experience in the financial services industry, with specializations in retirement planning, investing, college saving, and income and estate tax planning. Before joining Journey...
Peter Abi Nader, CFP®
Senior Financial Advisor
Peter.Abi-Nader@journeyadvisory.group
Omaid Rahimi
Portfolio Administrator
Omaid.Rahimi@journeyadvisory.group
Omaid is a Portfolio Administrator with Journey Advisory Group. In this role, Omaid works directly with the firm’s financial advisors to implement and maintain client portfolios. He has over ten years of experience in the...
Karen Juarez
Receptionist
Karen.Juarez@JourneyAdvisory.Group
Stefan Lang
Co-Founder
Stef has over 40 years of experience in the accounting, tax, pension and finance industries. He graduated from UCLA in 1972, passed the CPA* (Certified Public Accountant) exam that year and joined the family accounting business started...
Dee Kerr, CFP®
Senior Financial Advisor
Dee.Kerr@journeyadvisory.group
What I love about Journey Advisory Group Learn more about Dee Kerr Dee Kerr is a Senior Financial Advisor with Journey Advisory Group. She started her career in the financial services industry in 2000. Driven by her desire to help...
Kathryn McNeely
Director of Operations
Kathryn.McNeely@journeyadvisory.group
Kathryn strongly believes that technology should be used to increase efficiency and enhance, not replace, our interactions with clients. Her role is to assist the firm’s multiple offices in utilizing technology to deliver a...
Pashence Barrera
Finance and Operations Associate
Pashence.Barrera@journeyadvisory.group
Pashence is the Finance and Operations Associate at Journey Advisory Group. Pashence joined Journey Advisory Group full-time in June 2019 after completing a year internship and graduating with her bachelor’s degree...
Liz Dayter
Senior Financial Advisor
Liz.Dayter@JourneyAdvisory.Group
Elizabeth Dayter is a Senior Financial Advisor with Journey Advisory Group with over 30 years of direct experience in the investment advisory industry. Liz brings to her clients a wealth of knowledge, collaborative thinking, and...
Eric Pettway, CFA
Chief Investment Officer
Eric.Pettway@JourneyAdvisory.Group
Jill Henson, CFP®, CTFA
Senior Financial Advisor
Jill.Henson@JourneyAdvisory.Group
Jill Henson is a Senior Financial Advisor with Journey Advisory Group. Having spent her entire career in financial services, Jill possesses a high level of expertise in comprehensive financial planning, estate, tax, trust, investment,...
James Joo, CFA
Senior Financial Advisor
James.Joo@JourneyAdvisory.Group
As a Senior Investment Advisor, James works with your family to help deliver comprehensive investment advice and solutions to align your portfolios with your overall financial objectives. He implements strategies to help enhance...
Kim Bucalo
Portfolio Administrator
Kim.Bucalo@JourneyAdvisory.Group