Mike Whelan
Chief Financial Officer & Chief Operating Officer
Kathryn McNeely
Director of Operations
Pashence Barrera
Finance and Operations Associate
Tyler S. Lang, CFA
Founder & CEO
Tyler.Lang@journeyadvisory.group
Having founded the Journey Advisory Group in 2013, Tyler serves as the firm’s CEO focused on the delivery of exemplary investment management and financial planning services to JAG’s clients nationwide. Prior to establishing...
Jim Owens, CFP®
Senior Financial Advisor
Jim.Owens@journeyadvisory.group
Jim is a Senior Financial Advisor and Co-Owner of Journey Advisory Group. He has been in the Financial Services Industry since 2003 where prior to taking on his current role, he held a position of Financial Consultant with a local,...
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...
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
Eric Pettway is the Chief Investment Officer of Journey Advisory Group, LLC. He has been in the investment industry since 1998 and has been a Senior Portfolio Manager and analyst for high and ultra- high net worth individuals and their...
Kelli Tranbarger
Portfolio Administrator
Kelli.Tranbarger@JourneyAdvisory.Group
Kelli started her role as a Portfolio Administrator at Journey Advisory Group in November of 2020. Kelli supports the Northern Kentucky office and is responsible for client services, which includes working directly with the...
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 all Journey's offices. She holds a BA in Marketing from the University of Cincinnati and previously worked in...
Kathryn McNeely
Director of Operations
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...
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...
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
Eric Pettway is the Chief Investment Officer of Journey Advisory Group, LLC. He has been in the investment industry since 1998 and has been a Senior Portfolio Manager and analyst for high and ultra- high net worth individuals and their...
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,...
Ben Ferreby
Trader
Ben.Ferreby@JourneyAdvisory.Group
Ben joined Journey Advisory Group in August of 2022. Ben works directly with our Chief Investment Officer and collaborates with our Investment Team to construct and monitor client portfolios while managing the day-to-day trading in...
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
Kim began her role as a Portfolio Administrator at Journey Advisory Group in April 2022. Kim helps support the Blue Ash office and works directly with the Senior Financial Advisors to service and maintain client relationships. She has...
Tim Koester, CFP®, APMA®
Paraplanner
Tim.Koester@journeyadvisory.group
Tim joined Journey Advisory Group in September of 2022. Tim brings 18 years of strategic planning experience to Journey Advisory Group. He began his career as a reconnaissance soldier in Iraq and Afghanistan. After the Army, Tim gained...
Dayton, OH
James G. Tillar, CFA
Senior Investment Advisor
Jim.Tillar@JourneyAdvisory.Group
Jim is a Senior Investment Advisor with Journey Advisory Group. Jim joined Journey Advisory Group in January 2023. Prior to joining JAG, he was a Principal at TW Advisors for over 21 years. Jim began his investment career in 1986.Jim...
Steve Wenstrup
Senior Financial Advisor
Steve.Wenstrup@JourneyAdvisory.Group
Steve is a Senior Financial Advisor with Journey Advisory Group. Steve joined Journey Advisory Group in January 2023. Steve has been in the Investment Industry for over 41 years. Before joining JAG, Steve was a Partner and...
Tim Roesch
IT Director
Tim.Roesch@JourneyAdvisory.Group
Tim joined Journey Advisory Group in January 2023 as an IT Director. Tim has spent over 25 years in the Investment Management Industry. Before joining JAG, Tim was the Director of Operations at TW Advisors for 17 years. Tim is a...