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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’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 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 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 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...
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...
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...
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...
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 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 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...
Ed is a Senior Financial Advisor of Torch Wealth Management, now a dba of Journey Advisory Group, LLC. Prior to joining Torch in 2013, Ed was the CEO of Haberer Registered Investment Advisor, a wholly owned subsidiary to Huntington...
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...
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,...
Loren started her role as a Portfolio Administrator at Journey Advisory Group in August of 2021. She works out of the Blue Ash office and is responsible for client services, which includes working directly with the firm’s...