We’re a disciplined and seasoned team of wealth advisors and support staff that strive to make the complexities of finance simple and understandable. Our goal is to help you lead a confident and independent life with the help of time-tested solutions to help both anticipate and interpret financial headlines.
Alongside a network of professionals at Baird, we work diligently to provide smart, forward-looking financial advice today, tomorrow and for years to come.
Within his role as both a financial advisor and managing director, John works with individuals and families, mostly in the Ohio area, to help them build and preserve their wealth. He fosters a mantra "If you help enough people in life, you'll find that they will help you". Meeting new people and becoming part of their team to help meet their life and aspirational goals is something that John truly loves about his career. Having nearly four decades of experience in the financial markets, John has served clients through three recessions and countless corrections. He has a strong foundation of experience in assessing the markets to provide clarity in headlines and adjusting individual financial plans to meet your evolving goals. Whether you aspire to educate your children and grandchildren, plan your dream retirement, transition wealth to those you love or otherwise, he welcomes the opportunity to discuss how to achieve this together.
John is a graduate of the University of Dayton where he earned a bachelor’s degree in Finance. Being a lifelong learner, he went on to complete graduate coursework at Vanderbilt University, the Wharton School at the University of Pennsylvania and earned the prestigious CIMA® designation with the Haas Business School at UC Berkeley. John has also been recognized by Forbes for one of the Best-In-State Wealth Advisors in Ohio.
He and his wife, Susan, belong to the Incarnation Parish with their three active daughters; Grace, Lily and Hope. Being an outdoor enthusiast, John is an avid golfer, boater and enjoys fishing. He is also on the Board of Trustees for Archbishop Alter High School and a member of University of Dayton Davis Center Advisory Board.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Travis began his finance career in 1991 and remains committed to helping his clients with the financial decisions they will face, with particular focus on the decisions they may not have prepared for. As a managing director, within the Dayton office, Travis focuses his planning efforts on helping people understand the realities of the financial markets and working to avoid the critical mistakes that can derail a financial plan.
Living on his own since the age of 17, Travis put himself through Wright State University, where he earned his bachelor's degree in business with a dual major in accounting and finance, while working multiple jobs to obtain both living and educational expenses. He recognized early on the importance of hard work and the value of having a plan. He has earned the Certified Investment Management Analyst ® (CIMA®) designation, the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.
Travis is a proud Daytonian. He and his wife, Patsy, live in Centerville and have three sons; Trey, Chris and Landon. Trey attends and plays football at Duquesne University in Pittsburgh where he is studying finance. Chris is a Broadcast Communications major at University of Dayton volunteering with Flyer TV and ESPN3 for play-by-play. Landon is in High School, a good student-athlete and a better snow sportsman than his father. They are also active members of Southbrook Christian Church.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Brian develops long-term relationships with his clients that are premised on two qualities: mutual respect and trust. This is the foundation of his business which started back in 1993. He specializes in customized financial, retirement and estate planning, as well as working with small business owners and busy professionals.
Brian is a Wright State University graduate and holds the Chartered Retirement Plan Specialist (CRPS®) designation. He is an active member of the Beavercreek community and supports many local nonprofit organizations in various ways.
Brian and his wife, Sandy reside in Beavercreek, Ohio with their two children; Tom and Rachel. Brian also enjoys golf, running, boating and lake life with his family.
Tony began his financial services career in 1994 with a passion to serve clients, while also helping them take a sound investment approach to reach their goals. Tony and his wife come from bigger families, so being family oriented is a natural focus. Tony looks at his clients as extended family and really appreciates the relationships he’s built with them.
Tony lives out the team mission of making a positive impact to the local community by supporting organizations like Carroll High School, Dayton Target Ministries, and Dayton Urban Young Life to name a few.
A graduate of Wright State University, Tony earned his bachelor’s degree in finance and financial services. He also earned the Chartered Retirement Plan Specialist® (CRPS®) designation from the College for Financial Planning.
Tony, his wife, Marcia, and their two daughters currently live in Beavercreek Township and have been lifelong residents of the Buckeye state. Tony and his family attend St. Luke’s parish in Beavercreek. Tony is a skilled angler, marksman and gardener.
Patrick has over a decade of experience leading our client's financial planning needs. His passion for making a positive, measurable impact on our clients families is exhibited through his carefully constructed plans, collaborative team approach and community involvement.
Being married to a physician and from a family of small business owners, he relates well and understands the unique challenges of business owners and physicians. He believes in educating first and then identifying where our team can add value. He fosters his inner educator and regularly shares his unique experiences by presenting the "dos and don'ts of financial management" to resident physician programs in Ohio and Michigan.
Upon graduating cum laude from the University of Dayton with his M.B.A. and B.S. degrees in finance and accounting, he earned his CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Retirement Planning Counselor (CRPC®) designation.
Patrick is active in the community as a President of the South Dayton Young Professionals, member of the Finance Committee for Preschool Promise and Board Member of the South Metro Regional Chamber of Commerce. He and his wife, Michelle, are animal lovers having rescued several animals. When he's not spending time with family and friends, you can typically find him golfing, traveling or practicing his marksmanship.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Chartered Retirement Planning Counselor and CRPC trademarks are registered service marks of the College for Financial Planning in the United States and/or other countries.
Katie brings 11 years of financial industry experience to our Family Wealth Partners team. She works alongside the financial advisors, providing support when it comes to account administration and relationship management. The relationships she builds with her clients, and the experience the clients have when working with the team is what keeps Katie driven. She says that the daily goal is to not only meet but exceed the expectation!
Katie is a graduate of the University of Plymouth in England, where she majored in business studies. Her multiple years of experience span across various areas such as legal, consumer and commercial banking.
When she’s not working, Katie enjoys spending time back home in England with her family and friends.
As a client specialist, Emily works closely with advisors to help clients achieve their financial goals. Helping people through all of life’s situations is what motivates her to go above and beyond everyday. From managing accounts to completing trades, Emily helps make sure that everything runs as smoothly as possible for everyone.
Emily graduated from Wright State University with a bachelor’s degree in Finance and Economics in 2017. She is fully licensed and registered.
When she’s not working, you can find Emily being active running, horseback riding, spending quality time with her family and friends, or volunteering at the South Dayton Young Professionals and Montgomery County 4H.
As one of our team’s client assistants, TeEdika enjoys helping clients through various life stages and being able to help them reach their life goals. Day to day, she provides support to advisors, manages and maintains client accounts and develops strong personal relationships with clients.
TeEdika graduated from Xenia High School and joined the Family Wealth Partners team in 2008. She stays involved as an alumni with her current position as the treasurer for Xenia High School’s Women’s Soccer Boosters.
Outside of work, TeEdika enjoys spending time with family and friends, especially on beach vacations.
As a client assistant, Gabriella takes charge of planning team events, building brand awareness and organizing community involvement activities with local non-profits. She loves her role because she gets to interact with the clients on a different level. By planning the teams’ events, Gabriella has the opportunity to make each client who attends feel welcomed and special.
Gabriella received her bachelor’s degree in health sciences from Cleveland State University and her master’s degree in business administration at Walsh University. She is currently affiliated with South Dayton Young Professionals.
When she's not working, Gabriella enjoys running and hiking with her dog, Squirrel, traveling and spending time with her friends and family.
As a client assistant, John takes pride in building strong relationships with clients, while seeing clients grow and measure progress through financial planning. His list of duties include generating financial plans and investment reports, serving as the technology concierge, assisting clients with online services and scheduling client reviews. John enjoys being able to learn the ins and outs of the financial planning industry from top advisors on the hard-working Family Wealth Partners team.
A recent graduate from the University of Dayton, John received his bachelor's degree in business administration and a major in finance. He interned with the Family Wealth Partners team for a year and a half prior to joining full time. John earned his Securities Industry Essentials.
Outside of work, John likes to golf, travel and be outdoors. He also loves giving back to his community through volunteer work with the United Rehabilitation Services of Greater Dayton. Additionally, he is affiliated with South Dayton Young Professionals.
Helping people navigate stressful situations and plan for their futures is what Brooke focuses on as a client specialist. She’s there to help you with transactions, paperwork and account maintenance. As a team member, she also helps our advisors prepare for client meetings.
Brooke received her bachelor’s degree in business from Wright State University with a financial management focus. Prior to joining the Family Wealth Partners, she was a Financial Planning Assistant. She’s licensed in Series 7 and Ohio Life, Health and Accident Insurance. Additionally, Brooke is affiliated with South Dayton Young Professionals.
Outside of work, Brooke likes to spend time with family, friends, and her cat, Kitty! She also enjoys traveling and kayaking.
