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Wealth Management

Team

Jakki L. HausslerJakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board

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Kevin P. WhelanKevin P. Whelan, CFA
Principal and Portfolio
Manager

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Joseph P. CondrenJoseph P. Condren, CFA
Principal, COO and CCO

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Alex MooreAlex Moore
Associate Wealth Advisor

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Len A. HausslerLen A. Haussler, CFA, CPA
Founder and Advisory
Board Chairman

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Nathan A. BishopNathan A. Bishop, CFA
Principal and Portfolio
Manager

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Nathan M. BaileyNathan M. Bailey, CFA, CFP®
Principal and Portfolio Manager
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Mandy HallMandy Hall
Office Manager and
Administrative Associate

 




         
MEET OUR TEAM

  Joseph P. Condren, CFA
Principal, COO and CCO
View Bio
  Nathan A. Bishop, CFA
Principal and Portfolio Manager

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  Alex Moore
Associate Wealth Advisor

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  Len A. Haussler, CFA, CPA
Founder and Advisory
Board Chairman

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  Nathan M. Bailey, CFA, CFP®
Principal and Portfolio Manager

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  Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board

View Bio
  Kevin P. Whelan, CFA
Principal and Portfolio Manager

View Bio
  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

        
         
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