
Office Overview
Located in the heart of the Miami Valley at Austin Landing, the Dayton office serves individuals, families and business owners.
Our Dayton team is very proud of its involvement throughout the community, including the Alzheimer's Association of Dayton (sponsor of Longest Day), Dayton Children's Hospital (donation of wagons and blankets), Miamisburg Police Department (donation of Build-a-Bear stuffed animals for kids in need), and packing meals for Haiti.
Areas of Expertise:
- Wealth Management
- Life Transitions
- Retirement Plan Services
Our Dayton, OH Team
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Chris Buck, CFP®, CeFT®
Regional Manager and Financial Strategist
Regional Manager
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Julie Brown, CFP®
Financial Strategist
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Joel A. Estes, CFP®, AIF®, CPFA®, NQPC™
Financial Strategist
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Adam Headley, FPQP®
Client Coordinator
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Joshua M. Johnson, CFP®
Financial Strategist
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Rich Oliver, FPQP®
Client Coordinator
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Tyrone C. Phillippi, CFP®, CeFT®
Director of Wealth Management and Regional Director
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Nick Stebner, CFP®, CPWA®
Financial Strategist and Operations Manager
Ready to take the next step?
Phone: (937) 438-8000
Fax: (937) 438-5885
Suite 140
Dayton, OH 45342