Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

James Donald Schade, CPWA

Senior Vice President - Wealth Management
Portfolio Manager
937-226-6506

email




Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Mark Henestofel

Senior Vice President - Wealth Management
937-226-6507

email




Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Melinda Koehler

937-226-6508

email




Registered States:
AL, AZ, CA, CO, CT, DC, FL, HI, IL, IN, KS, KY, MA, ME, MI, MO, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY

Caterina Papadopoulos

Client Service Associate
937-226-6509

email