Kristie R. Adams, CPA

    Senior Tax Manager
    Dayton

    Kristie, a Certified Public Accountant, grew up in Athens, West Virginia and moved to D…

    Erin Alderson, EA

    Client Service Manager
    Columbus

    Erin is a Client Service Manager and holds the federally authorized tax practitioner de…

    Nicholas Alter

    Senior IT Administrator
    Dayton

    Nick, a Senior IT Administrator, has been with the Buckingham team since February of 20…

    Julie Betz Eutsler

    Marketing & Event Coordinator
    Dayton

    Julie is the Marketing and Event Coordinator for Buckingham Advisors. She loves the cha…

    Jay A. Buckingham, CFP®

    Chief Executive Officer
    Dayton

    Jay A. Buckingham is the Chief Executive Officer for Buckingham Advisors. He oversees a…

    Linda Butcher

    Clerical Assistant / Receptionist

    Linda joined the Buckingham team in June of 2019 as a Clerical Assistant/Receptionist.…

    Marla R. Chambers, CPA, CFP®

    Senior Financial Planner
    Dayton

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

    Ashley A. Constable

    Staff Accountant
    Dayton

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

    Dayton

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

    Emily Cozad

    Portfolio Analyst
    Dayton

    Emily is a Portfolio Analyst who joined Buckingham Advisors as an intern in 2018 and st…

    Neal G. Davis, CFA

    Senior Portfolio Manager & Research Analyst
    Dayton

    Neal is a Senior Portfolio Manager & Research Analyst with Buckingham. His respons…

    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…

    Jessica A. Distel, CPA, MBA

    Director of Business Services
    Columbus

    Jessica is the Director of Business Services and joined the Buckingham team in January…

    Brad T. Gregory

    Portfolio Manager & Research Analyst / Investment Operations Manager
    Columbus

    Brad is a Portfolio Manager, Research Analyst and Investment Operations Manager. As a P…

    Columbus

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

    Jeff Groezinger, CPA, PFS

    Chief Financial Officer
    Columbus

    Jeff is a Certified Public Accountant as well as a Personal Financial Specialist. His f…

    Elaine Groezinger

    Administrative Assistant
    Columbus

    Elaine is an Administrative Assistant in our Columbus office and joined the Buckingham…

    Kristy Harden

    Senior Administrative Assistant
    Toledo

    Kristy joined the Buckingham team as a Senior Administrative Assistant in our Toledo of…

    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…

    Nicole M. Hendricks

    Senior Administrator
    Dayton

    Nicole is a Senior Administrator and works very closely with the investment team. She h…

    Bill Howard

    Manager of IT Services
    Dayton

    Bill is the Manager of IT Services and has been with the Buckingham team since May of 1…

    Ryan P. Johnson CFA, CFP®

    Director of Equity Research
    Dayton

    Ryan is the Director of Equity Research at Buckingham Advisors. He has over 15 years of…

    Kim A. Keehan

    Executive Assistant
    Dayton

    Kim is an Executive Assistant and joined the Buckingham team in December of 2012. She w…

    Cynthia Keith

    Staff Accountant / Payroll Administrator
    Columbus

    Cynthia is a Staff Accountant/Payroll Administrator with a passion for helping business…

    Molly E. Keith, IACCP®

    Director of Compliance & Operations
    Dayton

    Molly is the Director of Compliance & Operations. She is an Investment Adviser Cer…

    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 is a Wealth Advisor and Tax Strategist with 24 years of experience in personal, s…

    Kristy Linsenbigler

    Paraplanner
    Dayton

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

    Jackie McGuire, CPA

    Client Service Manager
    Dayton

    Jackie is a Client Service Manager who joined the Buckingham team in July of 2019. She…

    Cheri Montgomery

    Regional Operations Manager
    Toledo

    Cheri is the Regional Operations Manager for our Toledo Office. She joined the Buckingh…

    Pamela E. Nelsen, AAMS

    Senior Wealth Advisor
    Dayton

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

    Linda S. Parenti, CFA

    Chief Investment Strategist
    Dayton

    Linda is the Chief Investment Strategist for Buckingham Advisors. She holds the Charter…

    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…

    Ruth Seaman

    Staff Accountant
    Columbus

    Ruth is a Staff Accountant and joined the Buckingham team in January of 2017. With her…

    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…

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

    Director of Financial Planning
    Dayton

    Nicole is the Director of Financial Planning and joined the Buckingham team in Septembe…

    Jackie A. Tate

    Finance Assistant
    Dayton

    Jackie works behind the scenes as the Finance Assistant and has been with the Buckingha…

    Allen Z. Thuma, CFA

    Portfolio Manager & Research Analyst
    Dayton

    Allen is a Portfolio Manager & Research Analyst. He holds the Chartered Financial…

    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…