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.

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. 

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 advisers.  Dan oversees portfolio construction, research, and trading functions for the team.  Dan’s investment style focuses on fundamentals, technical analysis, and risk management. 

Dan graduated from Northern Kentucky University and earned a degree in finance as well as an MBA.  Dan has passed level 1 of the Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA) programs. 

Dan resides in Lebanon, Ohio with his wife Torie and young son, Peyton.  Outside of work, he enjoys exercising, traveling, cooking, reading, and spending time with his family and pets. 

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.

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!

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.

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.