Nicole T. Strbich, CFP®, CPWA®, EA

    Director of Financial Planning

    Nicole is the Director of Financial Planning and joined the Buckingham team in September of 2007. She is a Certified Financial Planner™, Certified Private Wealth Advisor® and holds the federally authorized tax practitioner designation as an Enrolled Agent. She and her team in the Financial Planning Department work with clients to develop and implement financial […]

    Marla R. Chambers, CPA, CFP®

    Senior Financial Planner
    Dayton

    Marla is a Senior Financial Planner and joined the Buckingham team in September of 2015…

    Dayton

    Carrie is a Wealth Manager who joined the Buckingham team in January of 2012. She is a…

    Jessica Beam DeBold, CFP®, EA

    Senior Financial Planner
    Wilmington

    Jessica is a Senior Financial Planner and Manager of the Wilmington office. She is a Ce…

    Columbus

    Brad is a Financial Planner who joined the Buckingham team in August of 2018. He is a C…

    Valerie L. Harman, CPA, CFP®

    Tax & Financial Planner
    Dayton

    Valerie is a Tax and Financial Planner with over 20 years of combined experience in fin…

    Stephanie Koepfler

    Paraplanner
    Toledo

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

    Kristy Linsenbigler

    Paraplanner
    Dayton

    Kristy is a Paraplanner and graduated from The Ohio State University with a Bachelor of…

    Pamela E. Nelsen, AAMS

    Senior Wealth Advisor
    Dayton

    Pamela Nelsen is a Senior Wealth Advisor with Buckingham Capital Management. She is an…

    Adam R. Schaffer, AWMA®

    Wealth Advisor
    Dayton

    Adam is a Wealth Advisor and joined the Buckingham team in May of 2008. Adam is an acti…

    Lance C. Steiner, CFP®

    Financial Planner
    Dayton

    Lance is a Certified Financial Planner™ and joined the Buckingham team in July o…

    Janet C. Steinke, CFP®

    Senior Wealth Advisor
    Lebanon

    Janet is a Senior Wealth Advisor and joined the Buckingham team in September of 1993. S…

    Tracy E. Travis, CES™

    Estate and Trust Planner
    Dayton

    Tracy is an Estate and Trust Planner and joined the Buckingham team in April of 2015. H…

    Ashlee Walton, CFP®

    Financial Planner
    Dayton

    Ashlee is a Certified Financial Planner™ and has been part of the Buckingham tea…

    Timothy L. Whetro, CFP®

    Regional Principal
    Toledo

    Timothy is the Regional Principal in the Toledo office. He is a Certified Financial Pla…