Nicole T. Strbich, CFP®, CPWA®, EA

    Director of Financial Planning

    Nicole Theisen Strbich is the Director of Financial Planning with Buckingham Financial Group. In the Financial Planning Department, Nicole and her team work with clients to develop and implement financial plans and solutions for all stages in life. At Buckingham Financial Group, financial planning is a process not a product. Nicole has been an active […]

    Marla R. Chambers, CPA, CFP®

    Senior Financial Planner
    Dayton

    Marla is a Senior Financial Planner and loves the wealth of knowledge, skills and backg…

    Dayton

    Carrie is a CERTIFIED FINANCIAL PLANNER™ professional focused on helping women a…

    Jessica Beam DeBold, CFP®, EA

    Senior Financial Planner
    Wilmington

    Jessica is a Senior Financial Planner and Manager of the Wilmington office for Buckingh…

    Brad Griffith, CPA, CRPC®

    Financial Planner
    Columbus

    Brad Griffith is a Financial Planner with Buckingham Financial Group. Brad works out of…

    Valerie L. Harman, CPA, CFP®

    Tax & Financial Planner
    Dayton

    Valerie has over 20 years combined experience in financial and managerial accounting an…

    Stephanie Koepfler

    Paraplanner
    Toledo

    As a Paraplanner with a Life & Health Insurance license, Stephanie works closely w…

    Pamela E. Nelsen, AAMS

    Senior Wealth Advisor
    Dayton

    Pamela Nelsen is a Senior Wealth Advisor with Buckingham Capital Management.  Pam assi…

    Lance C. Steiner, CFP®

    Financial Planner
    Dayton

    Lance was born and raised in the Dayton area and graduated from Wright State University…

    Janet C. Steinke, CFP®

    Senior Wealth Advisor
    Lebanon

    Janet joined BFG with years of financial planning experience.  In her free time, she e…

    Tracy E. Travis, CES™

    Estate and Trust Planner
    Dayton

    Tracy is a Estate and Trust Planner at BFG.  Her favorite part about working at BFG is…

    Ashlee Walton, CFP®

    Financial Planner
    Dayton

    Ashlee is a Certified Financial Planner and has been part of BFG since 2013. Her favori…

    Timothy L. Whetro, CFP®

    Regional Principal
    Toledo

    With over 24 years of experience, Timothy works with his clients from when they start a…