A Financial Advisor since 1995, Jeff has extensive knowledge of multi-generational wealth management and estate planning strategies. He is committed to helping clients maintain control over their legacies and works closely with attorneys and accountants to achieve this goal. As part of our comprehensive approach, Jeff specializes in evaluating investment managers, gifting strategies and the use of charitable foundations. Jeff is Vice President of First Tee of Central Ohio, which offers children the opportunity to learn life lessons through golf. He is a board member of the Lakes Golf & Country Club and former board member of the Upper Arlington Community Foundation. Jeff is also a past President of the Board of Action for Children, which was founded by his grandmother and focuses on early learning and childcare. Jeff resides in Upper Arlington with his wife, Annette, and their three children. In his spare time, Jeff enjoys playing golf, traveling with his family to Walloon Lake, MI and attending his children’s sporting events.

Registered States:
AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KY, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Bruce began his career in the financial services industry in 1996 as a CPA. The desire to interact more personally with clients led Bruce to his role as a Financial Advisor. A Certified Financial Planner ™, Bruce helps clients establish a personal financial plan by listening to their objectives, explaining the risks and rewards and ensuring they have realistic expectations. He is actively involved with the investment research and asset allocation decision-making process for our clients. Bruce is a member of the Ohio Society of CPAs and serves on several committees for Big Brothers Big Sisters of Central Ohio. Bruce and his wife, Carrie, have four children. On weekends, Bruce enjoys running, coaching his kids’ sports teams and volunteering at LifePoint Church in Lewis Center. In addition, their son Toby’s special needs have inspired Bruce and Carrie to devote time to children's advocacy organizations.

Registered States:
AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, SC, TN, TX, UT, VA, WA, WI

Seth joined The Cullman/Holt Group as a Financial Advisor in the Spring of 2019. 

Prior to joining the team, Seth served as a Wealth Planning Associate in the Cincinnati market, where he worked with Financial Advisors to build and deliver comprehensive financial planning solutions for their high-net-worth and ultra-high-net-worth clients.  While in the Wealth Planning Associate role, Seth obtained both the CERTIFIED FINANCIAL PLANNER ^TM and Accredited Wealth Management Advisor ^SM  designations, and was consistently ranked as one of the top-performing WPA's in the firm nationwide. 

Before coming to UBS, Seth worked in the Wealth and Asset Management division with Fifth Third Private Bank in both the Cincinnati, OH, and Charlotte, NC, markets.  While living in Cincinnati, Seth served on the Steering Committee for LINC (Lead. Impact. Network. Change), which is United Way's Young Professionals Group, and also served on the Young Professionals Board for Big Brothers Big Sisters of Greater Cincinnati. 

Since joining The Cullman/Holt Group, Seth has earned the Certified Exit Planning Advisor (CEPA®) designation.  Adding this expertise to our team enables us to better serve our business owner clients by helping them understand and grow the value of their companies while strategically planning for their eventual exit, and next stage of their lives.

Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Art, who has been a Financial Advisor since 1965, has guided individuals, business owners and various organizations through a multitude of market corrections and recessions. He has personally experienced the impact of the economic policies of nine different presidents and many world crises. His experience makes him well positioned to advise his clients on multigenerational wealth management—including complex estate and gifting strategies. Born in New York City, Art was raised in Columbus and has been involved in numerous community groups, including Action for Children, which was founded by his mother. He and his wife, Nancy, have been married for more than 50 years. They have three grown children, eight grandchildren and two great-granddaughters. When they are not in Ohio, they enjoy spending time in Florida and Michigan with their large extended family.

Registered States:
OH

Connie oversees all the operational and administrative responsibilities for the group. She holds a number of related licenses, including the Series 3, 7, 63 and 65, as well as Ohio Life Insurance and Variable Annuity. With over 25 years of experience with the group, she can answer many client questions and is a key component of the ongoing service delivered to them. Connie graduated magna cum laude from Ashland University with a degree in marketing/business management and English. She is actively involved in her sorority, Alpha Delta Pi, and currently serves as one of their Total Membership Education Directors. Connie is a fan of Ohio State football and basketball and attends many of their games. She also enjoys reading and traveling.

Registered States:
CO, FL, IL, KY, MA, MO, NY, OH, VA, WA

Maisy joined The Cullman/Holt Group in April 2017 as a Client Service Associate. Her responsibilities include assisting with the daily administrative and operational tasks, scheduling, handling business expenses and helping to create an overall wonderful client experience. Prior to this, she was an assistant teacher at the Goddard School of Dublin for six years. She looks forward to contributing to the success of the team. Maisy is on the Board of Directors of the Addiction Recovery Foundation in Columbus and is passionate about bringing awareness. The youngest of five children, Maisy enjoys spending much of her time with her family, especially her five young nieces. She loves traveling, cooking and watching movies.