Contact

 

Don Brough

Senior Managing Partner

  • 614.515.5702
  • 614.874.2340 x113

Uri Holmes, CFP®

Partner

  • 614.515.5718
  • 614.874.2340 x112

Greg Rochte

Associate Financial Advisor

  • 614.515.5709
  • 614.874.2340 x114

Jeff Matthews, CFP®, CDFA™

Financial Advisor

  • 614.515.5720
  • 1.888.336.4572

Kathy Fletcher, CFP®

Financial Advisor

  • 614.515.5691
  • 614.874.2340 x111

Tricia Beres

Administrative Coordinator

  • 1.888.336.4572
  • 614.874.2340 x110

Erin Gay

Administrative Assistant

  • 614.515.5724
  • 614.874.2340 x120

Olivia Brough

Registered Client Service Associate

  • 614.515.4902
  • 614.874.2340 x121

General Inquiry