Our Approach

Reliability… for every stage of life.

Financial Planning/Cash Flow Analysis

Investment Management

Retirement Strategies

Estate Planning

Generational Wealth Transfer

Charitable Intentions

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Our Team

Christopher Heekin

Principal & Senior Portfolio Manager

Ellis Hummel

Principal & Senior Portfolio Manager

Keith Rennekamp

Principal & Senior Portfolio Manager

Christopher Rowane

Principal & Portfolio Manager

Edward Woods

Principal & Portfolio Manager

Robert Groenke

Chief Executive Officer
Principal & Portfolio Manager

Vere Gaynor

Principal & Senior Portfolio Manager

Jeffrey Bahl

Principal & Portfolio Manager

Eleanor Moffat

Principal & Senior Portfolio Manager

Andrew Hagedorn

Principal & Senior Portfolio Manager

Maura Kelly

Principal & Senior Portfolio Manager

Samuel Koopman

Principal & Senior Portfolio Manager

Derrick Kihembo

Portfolio Manager

Charles A. Pettengill, CFA

Board Chairman
Portfolio Manager & Principal

James Russell, Jr.

Principal & Portfolio Manager

Scott Rodes

Principal & Portfolio Manager

John Schmitz

Principal & Portfolio Manager

John Strange

Principal & Portfolio Manager

Christian Wing

Principal & Senior Portfolio Manager

Marcie Wright

Principal & Senior Portfolio Manager

Michael Del Prince

Portfolio Manager

Grant Cooper

Portfolio Manager

Kristen Ankenbauer

Senior Portfolio Manager

Steven Brown

Principal & Senior Portfolio Manager

Karen M. Nimmo, FPQP®

Financial Planning Analyst

Chrissy Pan, CFP®

Financial Planning Analyst

Kelsey M. Flannery, CFP®

Senior Wealth Management Analyst

Matthew J. Carroll, CFP®

Senior Wealth Management Analyst

Christopher A. Guy, CFP®

Wealth Management Analyst

Shane Farmer

Wealth Management Analyst

Jack Langenderfer

Wealth Management Analyst

Katie Walsh

Wealth Management Analyst

Wesley A. Alspaugh

Wealth Management Analyst

Wendy Kroner

Lead Portfolio Administrator

Amy Kohn

Portfolio Administrator

Alex Averbeck

Portfolio Administrator

Deborah A. Bath

Portfolio Administrator

Jamie Pieper

Portfolio Administrator

Jaime Semb

Portfolio Administration

Joan Mastin

Portfolio Administrator

Kyle Neises

Portfolio Administrator

Linda Hughes

Portfolio Administrator

Mary Ann Webb

Portfolio Administrator

Nick Butler

Portfolio Administrator

Patricia Evans

Portfolio Administrator

Eric Aber, CFA

Chief Technology Officer

Jenelle M. Armstrong

Chief Adminstrative Officer

Scott Bucker

Director of Operations

Jared Hatfield

Trader

Addison Hobbs, CPA

Director, Financial Reporting

Karen A. Hollstegge

Senior Accounting Administrator

Derrick Kihembo

Portfolio Manager

Christina M. Lannan

Accounting Administrator

Shelly E. Reilly

Senior Account Specialist

Tita A. Rogers, IACCP

Chief Compliance Officer

Jessica Sandlin

Compliance Administrator

Michael Trimble

Account Specialist

Michael A. Shields

Senior Trader

Kyle Falhaber

Investment Accounting Analyst

Sophie Smeriglio

Receptionist

Maggie Wanek

Trader

Extraordinary personal attention: that’s what I believe we do best. Add our deep investment knowledge and planning expertise and you have Bahl & Gaynor.

Latest Insights

Media Appearances

Eli Lilly bets big on weight-loss pill with $550 million inventory stockpile

J&J faces investor skepticism amid unresolved baby powder lawsuits. Kevin Gade of Bahl & Gaynor…

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Thought Leadership

Market Concentration: At The Tipping Point?

Investors are paying more attention to the concentration of the largest public companies in market…

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Thought Leadership

Big Reasons to Think Small: Volume II

In December 2023, Bahl & Gaynor published “Big Reasons to Think Small” which took an…

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