Kristie R. Adams, CPA

    Senior Tax Manager
    Dayton

    Kristie grew up in Athens, West Virginia and recently moved to Dayton to join the Bucki…

    Erin Alderson, EA

    Client Service Manager
    Columbus

    Erin holds the federally authorized tax practitioner designation as an Enrolled Agent.…

    Nicholas Alter

    Senior IT Administrator
    Dayton

    Nick began his love for electronics, computers and programming at a young age.   Duri…

    Julie Betz Eutsler

    Marketing & Event Coordinator
    Dayton

    Julie is the Marketing and Event Coordinator for BFG.  She absolutely loves the challe…

    Jay A. Buckingham, CFP®

    Chief Executive Officer
    Dayton

    Jay A. Buckingham is CEO and Managing Principal of Buckingham Financial Group, a Regist…

    Marla R. Chambers, CPA, CFP®

    Senior Financial Planner
    Dayton

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

    Ashley A. Constable

    Staff Accountant
    Dayton

    Ashley is a Staff Accountant and thoroughly enjoys helping business owners focus on the…

    Dayton

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

    Tammy D’Allura

    Administrative Assistant
    Dayton

    Tammy worked in Healthcare Administration for over twenty years before joining BFG. She…

    Neal G. Davis, CFA

    Senior Portfolio Manager & Research Analyst
    Dayton

    Neal is a Senior Portfolio Manager & Research Analyst with Buckingham Capital Mana…

    Jessica Beam DeBold, CFP®, EA

    Senior Financial Planner
    Wilmington

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

    Jessica A. Distel, CPA, MBA

    Director of Business Services
    Columbus

    Jessica’s passion has always been working with closely held businesses and entrep…

    Brad T. Gregory

    Portfolio Manager & Research Analyst / Investment Operations Manager
    Columbus

    Brad is a Portfolio Manager, Research Analyst, and Investment Operations Manager for Bu…

    Brad Griffith, CPA, CRPC®

    Financial Planner
    Columbus

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

    Jeff Groezinger, CPA, PFS

    Chief Financial Officer
    Columbus

    Jeff’s father and both grandfathers were entrepreneurs in the public golf and food di…

    Elaine Groezinger

    Administrative Assistant
    Columbus

    Keeping us in order and upbeat is Elaine’s job description. She is our return pro…

    Valerie L. Harman, CPA, CFP®

    Tax & Financial Planner
    Dayton

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

    Nicole M. Hendricks

    Senior Administrator
    Dayton

    Nicole is Senior Administrator at Buckingham Financial Group.  She works very closely…

    Bill Howard

    Manager of IT Services
    Dayton

    Bill is the head of Sunrise Technology Systems, the internal IT dept. for BFG.  Everyo…

    Ryan P. Johnson CFA, CFP®

    Director of Equity Research
    Dayton

    Ryan is the Director of Equity Research at Buckingham Capital Management. He has over 1…

    Kim A. Keehan

    Executive Assistant
    Dayton

    Kim has been with BFG for over 5 years and works very closely with the partners in the…

    Molly E. Keith, IACCP®

    Director of Compliance & Operations
    Dayton

    As the Director of Compliance & Operations for BFG, Molly’s job is to ensure all…

    Stephanie Koepfler

    Paraplanner
    Toledo

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

    Gerald V. Krach, CPA

    Wealth Advisor & Tax Strategist
    Dayton

    Gerry brings 24 years of experience in personal, small business and fiduciary tax and a…

    Cheri Montgomery

    Regional Operations Manager
    Toledo

    As the Regional Operations Manager for our Toledo Office, Cheri oversees the day to day…

    Pamela E. Nelsen, AAMS

    Senior Wealth Advisor
    Dayton

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

    Linda S. Parenti, CFA

    Chief Investment Strategist
    Dayton

    Linda is President and Chief Investment Strategist for Buckingham Capital Management. L…

    Adam R. Schaffer, AWMA®

    Wealth Advisor
    Dayton

    Adam Schaffer is the Wealth Advisor for Buckingham Capital Management. As such, he coo…

    Ruth Seaman

    Staff Accountant
    Columbus

    With her friendly tone and dynamic personality, Ruth creates harmony in our Westerville…

    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…

    Nicole T. Strbich, CFP®, CPWA®, EA

    Director of Financial Planning
    Dayton

    Nicole Theisen Strbich is the Director of Financial Planning with Buckingham Financial…

    Jackie A. Tate

    Finance Assistant
    Dayton

    Jackie has been with Buckingham for over 7 years and works behind the scenes as the Fin…

    Allen Z. Thuma

    Portfolio Manager & Research Analyst
    Dayton

    Allen is a Portfolio Manager & Research Analyst with Buckingham Capital Management…

    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…