FTB Financial Services
Experience that brings financial confidence


When it comes to advising corporate executives and their families, our team understands every detail matters. We anticipate the questions you may or may not ask and work diligently to help you develop and implement a customized financial plan.

Whether you’re planning for retirement, transitioning in your career or preparing your legacy, our highly experienced team works with you to develop a comprehensive financial plan. We will coordinate with your tax and legal advisors and connect you with the research and resources needed to ensure confidence in your financial future.

At a time when you’re looking for peace of mind in delegating responsibility to someone you can trust, our team of professionals will be with you every step of the way.”

Comprehensive Financial Planning


Investment Strategy


Private Banking


Community Involvement


Dan Torbeck has been recognized as an industry leader.

Financial Times Top 400 Advisors, 2014
Barron's Top 1,200 Financial Advisors, 2014
Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013




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FTB Financial Services

The Towers At Kenwood
8044 Montgomery Rd, Ste 200w
Cincinnati, OH 45236
513-794-5400
855-393-4753 fax
Contact Us get directions


Daniel L. Torbeck, CFA
Managing Director Wealth Management
Chartered Financial Analyst
Robert A. Bult, CFP
Senior Vice President Wealth Management
Timothy J. Dumont, CFA
First Vice President Wealth Management
Chartered Financial Analyst
Kelly L. Wittich, CFP
Financial Advisor
William M. "Bill" McCarthy, CFP
Financial Advisor
Scott T. Cengia, CFP
Senior Vice President Wealth Management
Portfolio Manager
Mary "Molly" Buquo, CFP
Senior Wealth Strategy Associate
Dennis C. Klein
Senior Vice President Wealth Management
Krista J. Keehn, CFP
Investment Associate
John S. Whedon, CRPC
Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC)
Craig C. Callery
Investment Associate
Constance G. Haglage, CFP
Senior Wealth Strategy Associate
Curtis T. Bailey, CRPC, CFP
Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC)
Elizabeth A. "Beth" Fitzwater
Senior Client Service Associate
Cindy C. Smith
Client Service Associate
Amanda Vasaris
Client Service Associate
Mary Ann Wolfe
Senior Client Service Associate
Emily Suzanne Losacker
Client Service Associate
Christopher J. "Chris" DeNicola
Client Service Associate
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