Columbus
535 Metro Place South
Suite 100
Dublin, Ohio 43017
Dayton
2 Prestige Place
Suite 130
Dayton, OH 45342
Email Address
info@everhartadvisors.com
Phone Number
(614) 717-9705
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Leadership Team
Scott Everhart
President & CEO CFP®, AIF®, CEPA
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Matthew Romeo
Partner, EVP - Wealth Management CFP®, AIF®
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Brian Hanna
Partner, EVP - Retirement Plans AIF®
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Frank Ciotola
Partner, Senior Retirement Plan Consultant & Wealth Management Advisor AIF®
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Steven Reinsel
Partner, Chief Compliance Officer & General Counsel
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Lisa Block
Partner & Senior Retirement Plan Consultant CLTC®
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Ian Schmidt
Partner & Wealth Manager CFP®, AIF®
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Jonathan Hlavac
Partner, Retirement Plan Consultant & Wealth Manager CFP®
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Becky McMillen
Partner & Senior Relationship Manager RPA, AIF®
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Logan Jones
Partner & Wealth Manager CFP®, CIMA®
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