Meet Our Team

Kentucky

Tyler Lang, CFA

Tyler Lang, CFA

President & CCO

Jim Owens, CFP®

Jim Owens, CFP®

Senior Financial Advisor

Mike Whelan

Mike Whelan

Chief Financial Officer

Thomas J. Ritter, Sr., CSCP®

Thomas J. Ritter, Sr., CSCP®

Director of Compliance

Kevin Kane

Kevin Kane

Senior Financial Advisor

Dan  Helmick

Dan Helmick

Research Analyst & Trader

Hal Klink

Hal Klink

Business Advisor

Laura Moschel

Laura Moschel

Executive Assistant

Leah Brady

Leah Brady

Marketing Associate

Eric Pettway, CFA

Eric Pettway, CFA

Chief Investment Officer

California

Stefan Lang

Stefan Lang

Co-Founder

Peter Abi Nader, CFP®

Peter Abi Nader, CFP®

Senior Financial Advisor

Dan Leahy, CFP®

Dan Leahy, CFP®

Senior Financial Advisor

Omaid Rahimi

Omaid Rahimi

Client Services Associate

Yousuf Tarin

Yousuf Tarin

Client Services Associate

Texas

Dee Kerr, CFP®

Dee Kerr, CFP®

Senior Financial Advisor

Kathryn McNeely

Kathryn McNeely

Director of Operations

Pashence Barrera

Pashence Barrera

Client Services Associate

Ohio

Donald L. Keller, Jr.

Donald L. Keller, Jr.

Investment Advisor Representative

Edward M. Haberer

Edward M. Haberer

Investment Advisor Representative

Irene Dake

Irene Dake

Operations Manager

Liz Dayter

Liz Dayter

Investment Advisor Representative