Get to know our leadership team

Leadership at the Cincinnati office is dedicated to doing good for our clients, employees and community.

Photo of Managing Partner Shawn Kelley

Shawn Kelley

Managing Partner

Photo of Chief Operating Officer Gemma Brown

Gemma Brown

Chief Operating Officer

Photo of Chief Growth Officer Christopher Sucher

Christopher Sucher

Chief Growth Officer

Photo of Chief Supervision Officer Brian Anderson

Brian Anderson

Chief Supervision Officer

Photo of Managing Director Erik Stephens

Erik Stephens

CFP®, RICP®

Managing Director

Photo of Director of Campus Recruitment and Selection Lauren Stone

Lauren Stone

Director of Campus Recruitment and Selection

Photo of Director of Onboarding Kelly Earman

Kelly Earman

Director of Onboarding

S O

Sandi Osborne

B.S.

Director of New Financial Representative Development

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