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Our Team

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Tyler Lang

President & CCO

Tyler has over ten years of experience in the financial services industry.  Tyler has served as Portfolio Manager and research analyst for various financial service companies, both large and small.  Most recently he worked in the private client group of a large bank serving high net worth and ultra-high net worth individuals and families as well as foundations, institutions, and endowments.

Tyler grew up in Southern California and earned a BA from Duke University where he studied Public Policy, Economics and German.  He holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.

He is active in the community as a member of Big Brothers Big Sisters and a member of the Goering Center for family and private businesses.

Tyler is married to his wife, Lori, and they have five young children.  Tyler’s hobbies include martial arts, reading, cooking, and taking interesting MOOC courses.
 
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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 by his father, Hal, in 1959. He has specialized in employee benefits since ERISA (The Employee Retirement Income Security Act) passed in 1974, writing, administering and consulting in qualified retirement plans. Stef and his wife Robin got married in 1972 and they have 4 adult sons: Evan, Morgan, Noah and Tyler. They also have 11 grandchildren who keep them very busy.

Stef enjoys traveling, golfing, gardening and playing with his grandkids. He also helps Robin make her award winning wines, in a minor sort of way. Mostly picking, tasting and moving the heavy stuff.

Stef started writing fiction a few years ago and has had short stories published in Gloom Cupboard and Sixers Review literary magazines. He is currently working on two historical novels, one set in 19th century Ireland during the potato blight and the other in 1930’s Germany.
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Jim Owens

Senior Financial Advisor

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, regional bank

Jim is a Covington native, having graduated from Holmes High School in 1997.  He is committed to giving back to his community in the best way he knows how. He graduated from Centre College in 2001 with bachelors’ degrees in both psychology and religion.  Jim has also completed all education and experience requirements to display the CERTIFIED FINANCIAL PLANNER™​ (CFP®) designation.

Jim currently sits on the board of Covington Partners and was previously involved with New Perceptions in Northern Kentucky. He has passion for children, education, and coaching soccer. Jim and his wife, Abby, reside in Florence, KY with their two children William and Gwenyth.
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Thomas J. Ritter, Sr.

Director of Compliance

Tom Ritter is the Director of Compliance for Journey Advisory Group, LLC, an Investment Adviser registered with the SEC. Tom reports directly to Managing Member and Chief Compliance Officer Tyler Lang.

Tom is a thirty-year veteran of the financial services industry.  His experience includes meaningful time spent as a Compliance Director as well as financial advisor, mutual fund analyst, financial planning analyst, and compliance examiner.

Tom joined Journey in February 2019 after relocating back from the Kansas City area to his home town of Cincinnati, Ohio.  As Director of Compliance for Journey, Tom is assuming most all compliance related duties and functions as part of the firm’s efforts to maintain firm compliance with financial securities laws including the Investment Advisers Act of 1940. Tom will serve as the primary liaison to the firm’s outside compliance counsel as well as various regulatory entities.

The National Society of Compliance Professionals has awarded Tom the Certified Securities Compliance Professional (CSCP®) designation. 
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Mike Whelan

Chief Financial Officer

Mike is Chief Financial 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 matters of the organization.  He has been CFO for growing organizations for the last sixteen years.  Prior to joining Journey, Mike spent seven years at Crossroads Church and nine years at Dunnhumby.

Mike grew up in Villa Hills, KY and graduated from Xavier University with a degree in Business Administration and Accounting.  Mike has been married for twenty-five years to his wife Christine and they have three children.  When he is not working, he enjoys traveling with his wife and hanging out with his family.
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Dee Kerr

Senior Financial Advisor

Deborah (Dee) Kerr is a CERTIFIED FINANCIAL PLANNER™ professional. She has over 15 years of experience in the financial services industry and uses her expertise while reviewing each client’s situation, goals and desires to provide comprehensive planning tailored for individuals and couples.

Dee is also a Certified Divorce Financial Analyst (CDFA®) and is equipped to provide advice regarding the financial impact of various settlement options for dividing marital property.

She obtained a Bachelor’s of Science in Speech Communication from The University of Texas at Austin. In addition to earning the CERTIFIED FINANCIAL PLANNER™ accreditation, she has also earned industry designations including Chartered Financial Consultant (ChFC) and Chartered Life Underwriter, (CLU).

She is a long-time resident of Temple and is married to Mickey Kerr, a professor at UMHB. Together they have four adult children and two grandchildren.

Dee and Mickey are active members in their church. In their spare time they enjoy running, biking and traveling.
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Kathryn McNeely

Director of Operations

Kathryn specializes in serving the individual needs of clients. Whether it’s as simple as checking an account balance or as detailed as reviewing a full retirement plan she stands ready to help. Clients especially appreciate her ability to turn complex financial jargon into everyday English.

Kathryn graduated from The University of Texas at Austin with a Bachelor of Arts in Mathematics. She has worked in the financial planning field since 1998 and began her career as a tax supervisor at H&R Block. With years of tax experience at her fingertips she enjoys creating income stream plans designed to minimize taxes while providing a source of reliable income.

Kathryn’s greatest satisfaction comes from helping clients reach their financial goals. Kathryn is married and lives in Moody, Texas.
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Pashence Barrera

Client Services Associate

Pashence is the primary point of contact for client service-related communications. She uses her background in client service and her passion to help others when assisting clients, answering their questions, and responding to their requests. She also plays an important role in assisting in day to day operations and client meetings.

Pashence graduated from Texas A&M University – Central Texas with a Bachelor of Business Administration in Accounting.  She grew up and resides in Moody, Texas. Outside of work, Pashence enjoys working-out, reading, and spending time with family and friends.
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Peter Abi Nader

Senior Financial Advisor

Raised in Fair Oaks, CA, Peter has over nine years of experience in the financial services industry helping people prepare for retirement and beyond. Before joining Journey Advisory Group, Peter spent six years as a Financial Advisor with a national financial firm. Peter holds both an MBA and a bachelors in business administration from the University of San Francisco, where he majored in Finance.

He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a member of the Financial Planning Association of Northern California. He is active in the local Knights of Columbus and USF alumni. Peter and his wife, Dianne, enjoy spending time with their two young sons, Michael and Andrew-- coaching soccer, hiking, skiing, traveling and reading. Since his wife and sons speak Portuguese, he is also learning the language with the goal of one day being able to speak with confidence while visiting the Azores, Portugal!
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Dan Leahy

Senior Financial Advisor

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 Advisory Group, Dan spent 3 years as an advisor and tax specialist at the Financial and Tax Planning Center in Roseville. Prior to that, Dan held positions with Wells Fargo Institutional Trust Company, Barclays Global Investors, and Investors Bank & Trust in various areas of financial operations and securities lending.  He is a veteran of the U.S. Air Force with 3 years of service overseas in Europe and Asia.

Dan holds a bachelor’s degree in business administration with a concentration in finance from California State University, Sacramento. He is a Certified Financial Planner Practitioner, a CTEC Registered Tax Preparer, a Notary Public, and a member of the Financial Planning Association of Northern California (serving 5 years on the Board of Directors). When he’s not crunching numbers, he enjoys spending time with his wife Stephanie and their two children.
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Omaid Rahimi

Client Services Associate

Omaid is a Client Services Associate and 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 Financial Services industry.  Before joining Journey, Omaid served as an Operations Specialist with a leading provider of retirement plans, insurance, and consulting services. He holds a bachelor’s degree in Business Administration with a concentration in Finance. 

Omaid was born and raised in Afghanistan and moved to the US in 2017. Omaid is married and has four children, Sahiba, Zala, Gulalai, and Mustafa. When he is not at work, he enjoys spending time with his family and volunteering in his community.
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Kevin Kane

Senior Financial Advisor

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 and developing investment strategies that help clients maximize their investments and reach long-term goals. He also handles the relationship management role and is responsible for the day to day management and ongoing communication with clients.  

Kevin previously worked for Optimized Transitions, a Registered Investment Advisory firm where he held a dual role as an Investment Strategist and a Relationship Manager. He spent 12 years as Vice President Senior Wealth Management Investment Advisor at a major bank. Kevin is experienced in account performance analysis, investor relations, market research, alternative investments, financial planning and networking. In prior roles, Kevin served as Vice President/Investment Advisor. Kevin started his career at the Chicago Stock Exchange where he spent 14 years working as a Floor Broker and an Equity Specialist. He was responsible for order execution and market making in his various roles over his years at the Exchange.

Kevin graduated from Xavier University with a Bachelor of Science in Business Administration. Kevin is on the following Boards where he offers his insight and guidance: St. Joseph Orphanage, Sarah House, Xavier University Executive Board of Advisors for the Williams College of Business. Kevin is married to Martha and they have two children, Fiona and Michael.
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Laura Moschel

Executive Assistant

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 industry for the last 10 years. Before joining Journey, she spent two years at Vantiv Inc. and another eight years at Citigroup where she worked as both an HR Specialist and Executive Assistant.

Laura enjoys spending time with family, traveling and boating. Laura and her husband, Brian, have two young children, Jameson and Jemma.
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Leah Brady

Marketing Associate

Leah has over 10 years of experience in the banking and HR industry.  Before joining Journey Advisory Group, Leah spent five years working at Fifth Third Bank as a Personal Banker and HR Specialist.  After that, she worked as a Recruiter for Malone Solutions.

Leah was born and raised in Cincinnati, OH and currently lives in Union, KY with her family.  When she is not at work, she enjoys spending time with her husband Matt and triplets Mason, Ava and Layla.

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