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Your Valuable Team at the Helm

Team

Buckingham Advisors is a unique team of professionals that works together to create professional and personal financial success for our clients. We are fiduciaries, putting our clients’ needs ahead of our own. Our core purpose is to improve the lives of our clients by providing clarity, simplicity, and the professional expertise of our financial planners, investment professionals, tax strategists and accounting team.


Kristie R. Adams, CPA Photo
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Kristie R. Adams, CPA

Senior Tax Manager

Kristie R. Adams, CPA

Senior Tax Manager


Kristie is our Senior Tax Manager within the Business Division. She works closely with small business clients to provide them with exceptional client service in tax, accounting, planning, and consulting. She enjoys working with clients to develop personalized goals for each of their unique situations. She also develops and manages the business team to provide a strong support system within the office.

Kristie is a licensed Certified Public Accountant with over 19 years of experience in public accounting. Her expertise is a valuable asset to clients and team members.

Outside of the office, Kristie loves to read, travel, and spend time with family. She is married with four children and three grandchildren.

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Erin Alderson, EA

Client Service Manager

Erin Alderson, EA

Client Service Manager


As a Client Service Manager, Erin works closely with new and existing clients to help them with accounting, tax, or payroll questions. She enjoys solving problems and developing personalized solutions for clients and their businesses.

Erin holds the federally authorized tax practitioner designation as an Enrolled Agent. This technical expertise in the field of taxation, coupled with over twelve years of experience in accounting and payroll, helps her deliver excellent customer service. She is also a QuickBooks Online Advanced Certified ProAdvisor, allowing her to always go above and beyond to assist our individual and business clients.

When not in the office, Erin enjoys spending time with her husband, family, and friends. She also enjoys learning about gardening, while taking care of the flowers and plants in her yard.

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Nicholas R. Alter

Senior IT Administrator

Nicholas R. Alter

Senior IT Administrator


Nick is our Senior IT Administrator responsible for supporting and maintaining the computer systems, desktops, and peripherals which includes installing, diagnosing, repairing, maintaining, and upgrading all software, hardware and equipment while ensuring optimal performance.

Nick earned his Associates degree in Computer Science from Wright State University and is continually expanding his education through workshops and webinars.

In his free time, Nick enjoys building and testing computer programs, electronic projects, gardening, and spending time with his wife, Katherine, and granddaughters.

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Julie Betz Eutsler

Marketing & Event Coordinator

Julie Betz Eutsler

Marketing & Event Coordinator


Julie is our Marketing and Event Coordinator. Her favorite aspect about Buckingham is that each day brings new opportunities to connect with clients, prospects, and the public through her outreach. She loves the ‘family’ atmosphere.

Julie joined Buckingham Advisors in 2017 and has over 15 years of experience within the marketing/public relations/events industry. She is a graduate of the University of Dayton and holds a Bachelor’s degree in Management and Marketing. Julie loves the challenge of coordinating large events with her largest for 100,000 people.

Outside of the office, Julie is a member of the Board of Directors at Brookville Lake Resort and a season ticket holder for UD basketball (GO FLYERS!). Her greatest inspiration in life is her father who taught her many valuable lessons in personal and work life. Julie would not be where she is today without the love and support from her family and friends.

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Jay A. Buckingham, CFP®

Chief Executive Officer

Jay A. Buckingham, CFP®

Chief Executive Officer


Jay A. Buckingham is the Chief Executive Officer. He oversees and assists the financial planners and advisors with designing financial plans for clients. Jay is proud to be able to help clients and their families achieve some of the best times of their lives and to move beyond the difficult ones.

Jay founded the company in 1987 to help provide clients with independent financial services and tax planning to suit each client’s needs. His objective was to provide professional, tailored solutions rather than the “one size fits all” approach other professionals may use, and he has built multi-generational relationships based on this philosophy.

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Linda J. Butcher

Clerical Assistant / Receptionist

Linda J. Butcher

Clerical Assistant / Receptionist


Linda is our Clerical Assistant / Receptionist. She answers and directs calls, greets clients, and provides a wide range of administrative support. What she enjoys most at Buckingham Advisors is helping others and contributing to the friendly and respectful “Team” environment.

Linda joined Buckingham Advisors in 2019, with over 25 years of administrative experience in the retirement and financial planning industries. Each day, she strives to provide excellent service and believes her prior experiences strongly contribute to that ongoing goal.

Linda has volunteered with various dog and parrot rescue organizations. She enjoys spending time with family and friends, watching movies, and discovering “non-chain” restaurants.

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Marla R. Chambers, CPA, CFP®

Senior Financial Planner

Marla R. Chambers, CPA, CFP®

Senior Financial Planner


Marla is a Senior Financial Planner who works with clients to create custom financial plans that fit their goals and objectives.  She enjoys finding ways to help clients keep more money in their pockets through strategic tax planning, investment advisory, estate and succession planning, insurance analysis and assisting with financing decisions.

Marla has a Bachelor’s degree in Business Administration from Mount Vernon Nazarene University.  She is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant.  She started processing tax returns in a public accounting firm her senior year of high school and has spent her entire 40-year career in tax, accounting, and financial planning.  She joined the Buckingham team in September of 2015.

She is a member of Patterson Park Church and serves on the Finance Committee.  Her greatest inspiration was her mother who taught her to work hard, sing loud and keep God and family as top priorities.  Marla hopes to visit New Mexico, North Dakota, and Alaska in the next few years to complete her goal of visiting all 50 states!

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Ashley A. Constable

Staff Accountant

Ashley A. Constable

Staff Accountant


Ashley works with both business and individual clients on payroll, accounting, and taxes. She enjoys setting up our business clients on QuickBooks Online and helping them make their accounting processes easier.

Ashley is a Staff Accountant with a Bachelor’s degree in Accounting from Wright State University. She joined Buckingham Advisors as a full-time employee in May 2017, after working as an intern for Buckingham for two tax seasons.

Ashley lives with her husband, Cody, and their spoiled rotten dog, Tucker. Outside of the office, she enjoys hanging out with her friends and family, hiking, and cheering on the Bearcats football team.

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Emily M. Cozad

Portfolio Analyst

Emily M. Cozad

Portfolio Analyst


Emily is our Portfolio Analyst, managing client portfolios that are primarily invested in Exchange-Traded Funds (ETFs) and Mutual Funds. The idea of being able to invest in and grow with companies that we are surrounded by everyday sparked Emily’s interest at a young age, leading her to a career in the investment industry. She loves the team atmosphere at Buckingham and is proud to be a part of a company whose priority is going above and beyond to achieve their clients’ financial goals.

Emily first joined Buckingham as an investment intern in 2018 and started full-time after graduation in 2019. She received her Bachelor of Science degree in Financial Services from Wright State University.

Emily is a member of the Buckingham Big Hearts Charitable Committee, as well as a member and serving as Treasurer of the CFA Society of Dayton Investment Committee. She volunteers each summer for the non-profit Community Association in her hometown and enjoys working fall and winter craft shows with her family. When outside the office, Emily enjoys learning new recipes, reading, and spending time with family and friends.

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Neal G. Davis, CFA

Senior Portfolio Manager & Research Analyst

Neal G. Davis, CFA

Senior Portfolio Manager & Research Analyst


Neal Davis is Senior Portfolio Manager & Research Analyst with over 15 years of experience in the investment industry. He manages customized portfolios for approximately 120 households. He participates in the weekly equity research coverage by providing reports and rating recommendations for stocks found within multiple sectors and industries. He is also responsible for the research of our alternative investment funds and our socially responsible investment portfolio. He regularly conducts client webinars and communicates with our clients. Neal’s interest in research and following individual companies led him to a career in investment management. He takes great pride in helping clients achieve their investment goals.

Neal has a Bachelor of Science degree in Financial Management from The Ohio State University and holds the Chartered Financial Analyst® designation. He holds Series 65 and 55 security licenses and has been with the Buckingham team since April of 2013.

Neal is a member of the CFA Society of Dayton and serves as a member of their Investment Committee. He is a founding member of the Buckingham Big Hearts Charitable Committee, as well as the Buckingham Client Appreciation Event Committee.  In his free time, Neal enjoys traveling around the world, reading, and fitness.

Jessica Beam DeBold, CFP®, EA Photo
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Jessica Beam DeBold, CFP®, EA

Senior Financial Planner

Jessica Beam DeBold, CFP®, EA

Senior Financial Planner


Jessica is a Senior Financial Planner and Manager of our Wilmington office. Jessica works closely with clients to develop a tailored financial plan designed to meet their goals.  At a young age, Jessica was introduced to the financial field as her parents, who owned a small business, kept her and her siblings very involved. “I enjoy really getting to know the clients and understanding their financial goals so we can develop a plan that we are both engaged in.”

Jessica has a Bachelor of Arts degree in Business Administration from Wilmington College. She is a CERTIFIED FINANCIAL PLANNER™ and holds the federally authorized tax practitioner designation as an Enrolled Agent.  She joined the financial services industry in 2006 and joined the Buckingham team in September of 2012.

Jessica is a founding member of the Buckingham Big Hearts Charitable Committee and believes strongly in giving back to her community. She also serves as the Treasurer of the Board for Operation Cherrybend 501c3. She currently lives on a farm with her husband, Wesley, and two daughters, Kendall and Reese. When out of the office, she spends time camping with her family and showing livestock.

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Jessica A. Distel, CPA, MBA Photo
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Jessica A. Distel, CPA, MBA

Director of Business Services

Jessica A. Distel, CPA, MBA

Director of Business Services


Jessica’s passion has always been working with closely held businesses and entrepreneurs. As Director of Business Services, she develops tax strategies, implements tailored accounting processes and best practices, and coaches clients to better understand the ever-changing challenges and opportunities of their businesses.

Jessica graduated summa cum laude from the University of Findlay where she earned a Master of Business Administration with an emphasis in Organizational Leadership and a Bachelor of Science in Financial Accounting. In addition, she is a Certified Public Accountant and a Certified QuickBooks ProAdvisor. With over 19 years of experience in public accounting, private industry, and having owned her own business, provided her a unique professional perspective and dedication to helping businesses succeed.

When not at the office, Jessica is likely attending a soccer, football, basketball, or volleyball event with her husband for one of their three children or cuddling up with one of her many pets.

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Brad T. Gregory

Portfolio Manager & Research Analyst / Investment Operations Manager

Brad T. Gregory

Portfolio Manager & Research Analyst / Investment Operations Manager


Brad is a Portfolio Manager, Research Analyst and Investment Operations Manager. As a Portfolio Manager, he is experienced at managing custom client portfolios and is manager for the Yield Portfolio stock model. As a Research Analyst, Brad participates in the weekly equity review process, providing reports and rating recommendations for equities across all sectors and industries. As the Investment Operations Manager, Brad oversees day-to-day investment operations, internal procedures, and regulatory reporting. Brad enjoys using the knowledge from his multifaceted role to meet the unique situations and needs that clients have.

Brad received a Bachelor of Science degree in Finance and Business Economics from the University of Dayton. He joined the Buckingham team as an intern in May of 2011 and started full-time after graduation in May of 2012. After 5 years in the Dayton office, Brad now works from the Columbus office to help serve our growing client base in central Ohio.

Outside the office, Brad enjoys following Cleveland and Dayton Flyer sports, running, and learning to play the piano.

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Brad Griffith, CPA, CFP®

Financial Planner

Brad Griffith, CPA, CFP®

Financial Planner


Brad works out of our growing Westerville location and is a part of the financial planning team. He has a wide variety of responsibilities including meeting with clients, putting together financial plans, tax planning and preparation, and assisting business owners navigate the many complexities of business and personal finance. He is also the lead relationship manager for 401(k)’s and company retirement plans. He enjoys using his tax expertise to put together tax efficient financial plans and is glad to be a part of a firm that operates under the fiduciary standard – acting in the client’s best interest always! He enjoys the process of teaching and coaching clients and loves getting to build long term relationships with clients he works with.

Brad has a Bachelor’s and Master’s degree in Accounting. He is also a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Chartered Retirement Planning Counselor and plans to continue his pursuit of lifelong learning by adding additional credentials to assist clients. He began his career in corporate accounting before making the switch to financial planning in 2013. He joined the Buckingham Advisors team in 2018.

Brad and his wife, Becky, are active members and volunteer through their church, Vineyard Columbus. In his free time, Brad is a high school basketball official and enjoys playing basketball, golf, and staying active. He has a golden retriever named Winnie.

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Jeff Groezinger, CPA, PFS

Chief Financial Officer

Jeff Groezinger, CPA, PFS

Chief Financial Officer


Jeff Groezinger is the Chief Financial Officer.  He serves many roles within the organization but is increasingly working with individual and business tax and financial planning clients. Jeff assists with identifying short and long-term goals, as well as mapping out a course of action to achieve those goals.  

Jeff is a Certified Public Accountant and Personal Financial Specialist.  He has been involved with income tax preparation for 35 years (started at age 2) and affiliated with Buckingham Advisors in some capacity, initially as an independent wealth advisor, for 25 years.  

There are no moments of rest for Jeff outside of the office!  He is active in golf, photography, and completing triathlons. 

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Elaine Groezinger Photo
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Elaine Groezinger

Administrative Assistant

Elaine Groezinger

Administrative Assistant


Elaine is the Administrative Assistant in our Columbus office. She enjoys greeting clients, some who have been with us for over 20 years, as well as making new clients feel comfortable as well.

Elaine joined the Buckingham team in 2001 and wears many hats within the organization. She is the tax processing coordinator and is very involved with the collection, assembly, and delivery of tax returns as well as our in-house nutritionist…but you’ll have to ask her about that one!

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Valerie L. Harman, CPA, CFP® Photo
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Valerie L. Harman, CPA, CFP®

Tax & Financial Planner

Valerie L. Harman, CPA, CFP®

Tax & Financial Planner


Valerie is a Certified Public Accountant as well as a CERTIFIED FINANCIAL PLANNER™. Valerie works with the financial planning team on tax planning and tax return preparation, as well as financial planning for investments, retirement, education, and other financial concerns. She finds it very satisfying to bring tax planning together with financial planning to magnify the benefits of sound financial planning and investments management.

Valerie holds a Bachelor of Business Administration degree from Ohio University majoring in Accounting and Prelaw, and passed the CPA and CFP® professional exams in her first sittings. In addition to financial planning, tax and public accounting, Valerie has extensive accounting and finance experience in private industry. Valerie is a member of the Buckingham Big Hearts Charitable Committee and the Dayton Chapter Partnership for Philanthropic Planning.

When tax filing deadlines are safely past, there is a good chance you can find Valerie on weekends out on one of our many beautiful Ohio lakes or enjoying our great state parks.

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Nicole M. Hendricks

Senior Administrator

Nicole M. Hendricks

Senior Administrator


Nicole is our Senior Administrator. She processes new account openings, transfers, and deposits/distributions. She is the liaison between the Buckingham office and the Custodians we do business with. Every day brings something new to accomplish, whether it is helping a client in completing paperwork to working directly with a specific Custodian to complete a required request for a client.

Nicole joined Buckingham Advisors in August 2008 and now has 12 years in the industry. Prior to Buckingham, her education was received through the University of Tennessee, Sinclair Community College and Wright State University.

Nicole enjoys reading, watching sporting events, and being active outside. She also loves spending time with family and friends.

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Madonna J. Hodge

Tax & Accounting Assistant

Madonna J. Hodge

Tax & AccountinG Assistant


Madonna joined the Buckingham team in January of 2020. Madonna is a native Daytonian who earned her Master’s degree at Wright State University. Madonna has over 20+ years of experience in customer service and administrative work. She is usually the friendly voice our clients are greeted with first when inquiring about taxes and billing. She loves to go the extra mile to help our clients meet their goals and obtain the utmost satisfaction from our firm. She loves seeing the rewards that come from taking on new difficult tasks and sharing these successes with the team members who have helped her through the process.

Madonna is happily married to her wonderful husband, David, with whom she enjoys traveling and golfing. She is also a mother of a wonderful and creative daughter who currently attends the University of Cincinnati. She enjoys crafting, baking, and spending time with family and friends.

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Bill Howard

Manager of IT Services

Bill Howard

Manager of IT Services


Bill is the Manager of IT Services and has been with the Buckingham team since May of 1999. He is responsible for all aspects of technology used in our office today. For Bill, the friendly environment in the office and small company value is what he appreciates most about Buckingham. He enjoys the constant change and challenges that the IT world brings him.

Bill started his career in the IT industry in 1988 working for a small computer store while still in high school. This was still in the DOS days, before hard drives were ever used in homes, and he has experience using every version of Windows since Windows 1.0. Bill was communicating by PC via “bulletin boards (BBS)” long before the internet web browser was invented.

In Bill’s free time, he and his wife like to spend time with their beautiful granddaughters. They enjoy horses, classic cars, camping and exploring the country riding their motorcycle.

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Ryan P. Johnson, CFA, CFP®

Director of Portfolio Management & Research

Ryan P. Johnson, CFA, CFP®

Director of Portfolio Management & Research


As the Director of Portfolio Management and Research, Ryan leads the weekly stock research efforts of the Buckingham team, manages customized portfolios for families, manages the Foundation Portfolio model, supervises the investment staff, writes the weekly Market Recap, and appears in Special Edition videos.

Ryan has over 17 years of experience in the Financial Services industry, solely focused on stock analysis and portfolio management. He has a Bachelor of Science degree in Business with a major in Financial Services from Wright State University, and he has earned the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. Since starting at Buckingham in 2014, Ryan has been both a moderator and a panelist for the CFA Society of Dayton’s annual Investment Roundtable, he has appeared on numerous local TV news broadcasts, and he has frequently spoken to the Wright State Finance Club.

Ryan stays busy with three children who participate in soccer, cheer, basketball, gymnastics, swim team, and softball. He has also served as co-treasurer of their elementary school PTO for over 3 years.

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Kim A. Keehan

Executive Assistant

Kim A. Keehan

Executive Assistant


As Executive Assistant, Kim works side-by-side with the partners of the firm. She ensures smooth operation in the office as well as various administrative and client support activities. Having owned a small business, providing a high level of customer service is second nature to her, which is paramount at Buckingham Advisors. She enjoys being a part of the Buckingham team, as everyone works together to ensure the best interests of clients.

Kim is from Long Island, NY, attended SUNY Farmingdale, and is a Katharine Gibbs graduate. She is a QuickBooks Online Certified ProAdvisor with over 20 years of experience as an Executive Assistant. She joined Buckingham Advisors in 2012.

Kim enjoys spending time with family, working on home improvement projects, and spoiling her three dogs.

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Cynthia L. Keith

Staff Accountant / Payroll Administrator

Cynthia L. Keith

Staff Accountant / Payroll Administrator


Cynthia is a Staff Accountant/Payroll Administrator with a passion for helping business owners manage their financial well-being. Being able to work closely with clients, she builds trusting, long lasting relationships that makes her job worthwhile.

As a dedicated and detail-oriented accounting professional, she has been meeting the accounting and payroll needs for businesses for over 17 years. Cynthia is a QuickBooks Online Advanced Certified ProAdvisor which allows her to provide a higher level of service to clients. She joined the Buckingham team in June of 2019.

In her free time, Cynthia can be found spending time with her family, enjoying a variety of sports and outdoor activities.

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Molly E. Keith, IACCP®

Director of Compliance & Operations

Molly E. Keith, IACCP®

Director of Compliance & Operations


Molly is responsible for ensuring Buckingham Advisors and its employees comply with the various laws and regulatory requirements that govern our profession. She enjoys developing, monitoring and managing operational programs, ensuring client needs are placed first. She also oversees business-related operations, allowing administration, human resources, marketing, and technology to run smoothly and efficiently.

Molly joined the Buckingham Team in 2008 after earning her MBA from Wright State University. In 2014, Molly earned the professional compliance designation of Investment Advisor Certified Compliance Professional (IACCP®). This designation acknowledges the heightened role of compliance in maintaining our fiduciary duty and an ethical compliance culture.

Molly enjoys being outdoors, traveling, and playing piano in her spare time.

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Gerald V. Krach, CPA

Wealth Advisor & Tax Strategist

Gerald V. Krach, CPA

Wealth Advisor & Tax Strategist


Gerry is a Wealth Advisor and Tax Strategist. He has worked in the industry for over 30 years as a Certified Public Accountant and Wealth Advisor. He enjoys helping families plan for the future, by looking at the big picture. His passion has evolved into helping clients plan for long term major events in their lives.

Gerry graduated from the University of Dayton with a Business degree majoring in Accounting. He has been a CPA for 30 years and a registered investment advisor for 15 years.

Gerry enjoys volunteering for the pet adoption agency, SICSA, and the Tour de Gem bicycle community fundraiser. He has found a deep appreciation of the healthy benefits of riding a bicycle.

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Kristy M. Linsenbigler

Paraplanner

Kristy M. Linsenbigler

Paraplanner


As Paraplanner, Kristy plays an integral part of an established team of experienced financial planners. She provides support with preparing financial plans, portfolio administration, and engaging clients with professional and ongoing financial planning services. She enjoys Buckingham Advisors’ team-based approach, the priority for our clients to meet their financial goals, and how we succeed by utilizing each team member’s individual strength and collaboration, as well as continue to enhance our skills and industry specialization.

Kristy graduated from The Ohio State University with a Bachelor of Science degree in Consumer and Family Financial Services and is pursuing a CFP® certification. She joined the Buckingham Advisors team in April of 2019.

Kristy enjoys spending time with family and friends, reading, and participating in local charity events and donation drives.

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Jackie M. McGuire, CPA

Client Service Manager

Jackie M. McGuire, CPA

Client Service Manager


As a Client Services Manager, Jackie works closely with our business and individual clients ensuring quality tax and accounting engagement services are provided and delivered timely. She is passionate about providing top-notch client service on tax, accounting, and planning engagements. Jackie loves the integrated team approach to client objectives here at Buckingham.

Jackie is a Certified Public Accountant and has earned a Master of Science as well as a Bachelor of Business Administration degree, both from the University of Cincinnati. She joined the Buckingham Business Services Team in July 2019 and has over 17 years of public accounting experience focusing on Tax and Audit/Assurance services.

Jackie serves on the Finance Committee for the Muse Machine. She lives with her husband, Nick, and their daughter, Abigail, along with their two cats and one dog. Outside of the office, Jackie enjoys traveling with the family, tackling home improvement projects, and scrapbooking.

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Pamela E. Nelsen, AAMS

Senior Wealth Advisor

Pamela E. Nelsen, AAMS

Senior Wealth Advisor


Pamela Nelson is a Senior Wealth Advisor and assists clients with many aspects of their financial affairs including portfolio and estate reviews.

Pam is a graduate of East Sidney Technical College with a degree in Business Administration. She is an Accredited Asset Management Specialist and currently holds a Series 65 designation which qualifies her as an Investment Advisory Representative.

Pam has a passion for animals. In her free time, she loves to volunteer at SICSA Pet Adoption and Wellness Center.

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Linda S. Parenti, CFA

Chief Investment Strategist

Linda S. Parenti, CFA

Chief Investment Strategist


As Chief Investment Strategist, Linda continually studies the global economic and financial market landscapes, setting the investment direction for the firm’s strategic and tactical asset allocations. She states that her desire to help others, passion for statistics, and lifelong interest in economics is the perfect combination for the work she does for Buckingham and its clients.

Linda has over 35 years of experience in the fields of investments and financial services. She earned a BS in Finance with a minor in Economics and an MBA from the University of Dayton. In addition, she has held the Chartered Financial Analyst® designation since 1994. Linda joined the Buckingham Team in 2003.

Linda believes in the importance of giving back to our community. Her involvement includes serving on the Sinclair College Foundation Board of Trustees, the University of Dayton Economics and Financial Advisory Council, and the Flyer Investments Advisory Board. Linda is a University of Dayton Emeritus Trustee, alumnus, and an avid UD Flyer fan.

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Ruth Seaman

Staff Accountant

Ruth Seaman

Staff Accountant


As Staff Accountant, Ruth prepares tax returns for not-for-profit organizations as well as for individuals. In addition, she’s responsible for entering financial data into QuickBooks for clients and assisting them with collection on their past due invoices.

Ruth has a Bachelor’s degree in Accounting, holds QuickBooks Online Certifications, and joined Buckingham Advisors in 2016. After graduating from college, Ruth was part of the Air Force Audit Agency.

In her free time, she enjoys playing violin, cooking, watching documentaries, and spending time with her handsome husband and 5 beautiful children.

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Lance C. Steiner, CFP®

Senior Financial Planner

Lance C. Steiner, CFP®

Senior Financial Planner


Lance is a Senior Financial Planner. He shares the same core values as Buckingham Advisors and believes in utilizing our team to provide individuals with the best possible services and advice. Our financial planning is unique to each individual; and Lance enjoys the challenge of developing a specialized plan to meet the goals and financial needs of each person.

Lance graduated from Wright State University in 2013 with a degree in Financial Services and shortly after joined the Buckingham team in July of 2013. He has over 7 years in the industry and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2018.

Lance serves as a trustee at Rona Community Church and enjoys volunteering at the annual Darby Creek Trail Run hosted by F.L.I.P., a cancer prevention non-profit in Columbus. Outside of work, he lives an active lifestyle which includes golfing and exploring the local Metro Parks. In his free time, he also enjoys attending concerts, watching collegiate and professional sports, and boating in the summer months.

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Janet C. Steinke, CFP®

Senior Wealth Advisor

Janet C. Steinke, CFP®

Senior Wealth Advisor


In the 30 years Janet has been in the financial planning industry, she’s had the pleasure of helping clients meet their goals such as college funding, retirement preparation and small business transitions. She enjoys the analytical aspect of coordinating financial planning, tax planning and money management for them. Sending three children to college, being a widow, and owning a small business personally has given her unique life experiences to serve our clientele.

Janet joined Buckingham Advisors in 1993 and has worked in each department of the firm. She has a Bachelor of Science degree from Purdue University in Financial Planning and Counseling and has held her CERTIFIED FINANCIAL PLANNER™ designation for 20 years.

Currently, Janet is on the Board of Directors for Main Street Lebanon, a Rotarian and an avid supporter of the Warren County Parks and of the National Parks. You are likely to see her on the trails most weekends and evenings, and she is always interested in hearing about new activities to try.

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Nicole T. Strbich, CFP®, CPWA®, EA

Director of Financial Planning

Nicole T. Strbich, CFP®, CPWA®, EA

Director of Financial Planning


Nicole is our Director of Financial Planning. Along with the Financial Planning team, she works to help clients seize opportunities and reach their goals. She loves being able to confidently say that she can provide clients with the best possible advice, planning, and experience with the Buckingham Advisors team. She enjoys getting to work with multiple generations of families and finding ways to help them enjoy the fruits of their hard work.

Nicole has been with Buckingham Advisors 13 years and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a Certified Private Wealth Advisor® and holds the federally authorized tax practitioner designation as an Enrolled Agent. Nicole earned her Master of Business Administration from Wright State University.

Nicole and her husband have two young sons, who love to play outdoors as much as possible. The family enjoys traveling and spending time with family and friends.

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Jackie A. Tate

Controller

Jackie A. Tate

Controller


Jackie works closely with management behind the scenes taking care of the necessary day-to-day financial tasks of the company. She enjoys working with numbers and creating new approaches and processes to help make all the pieces of the puzzle come together smoothly so that those on the front lines working directly with clients have more time to spend doing just that.

Jackie has more than 20 years of experience in the financial services industry and has been with Buckingham for over 10 of those years. Since graduating from Wright State University, she has continued her education over the years and is always striving to learn something new.

While not at work, Jackie enjoys spending time with her family and on occasion traveling to sunny southern California to visit her daughter and son-in-law. She also likes going on outdoor adventures like camping, hiking, and kayaking, and is always ready to plan the next home improvement project.

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Allen Z. Thuma, CFA

Portfolio Manager & Research Analyst

Allen Z. Thuma, CFA

Portfolio Manager & Research Analyst


Allen is a Portfolio Manager & Research Analyst. Originally intending to be a Certified Public Accountant (CPA), he shifted focus in college after discovering a passion for the financial markets and a desire to help others prepare for their financial future. His favorite parts about working for Buckingham are the team dynamic and holistic approach to portfolio management.

Allen is a graduate from Wright State University with a bachelor’s degree in Financial Management & Investments. He holds the Chartered Financial Analyst® (CFA) designation and joined the Buckingham team in 2015.

In his free time, Allen enjoys going to church, spending quality time with family and friends, hiking, working out, and playing basketball.

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Tracy E. Travis, CES™

Estate & Trust Planner

Tracy E. Fischer, CESTM

Estate & Trust Planner


Tracy is an Estate and Trust Planner. She works closely with our Financial Planning Department on estate aspects of a financial plan. Working together as a team to provide clients with a complete financial plan to reach financial success is what she enjoys most about working at Buckingham Advisors.

Tracy has a Bachelor’s of Business Administration in Finance degree from Marshall University. She is a Certified Estate and Trust SpecialistTM and has been with Buckingham Advisors since 2015.

In her free time, she enjoys watching or attending sporting events with her husband and son. You will find them cheering on OSU football, Columbus Blue Jackets hockey and Cincinnati Reds baseball.

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Ashlee Walton, CFP®

Senior Financial Planner

Ashlee Walton, CFP®

Senior Financial Planner


Ashlee’s role at Buckingham Advisors includes working directly with clients, as well as other professionals in and outside of the company, to create personalized and comprehensive financial plans. Her career is her passion, and she loves working closely with people of all ages to help them create a better financial future for themselves and their heirs.

Ashlee is a CERTIFIED FINANCIAL PLANNER™ professional and has been part of the Buckingham team since 2013. She has a Bachelor’s degree in Financial Services from Wright State.

When outside the office, you can usually find her on an adventure with her daughter. She loves all food, all animals, and exploring the outdoors. She has two cats, a French Bulldog, and way too many plants.

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