James Budros

Chairman and Founder

James Budros, CFP®

Chairman and Founder

Thanks to a host of professional accomplishments over the course of more than 40 years in the financial planning, investment and trust industries, Jim possesses a professional reputation as one of our America’s leading financial advisors.

Consistently named one of the nation’s “Best Financial Advisers” by Worth magazine, Jim has also appeared on the cover of Barron’s as a top financial planner.

He is a CERTIFIED FINANCIAL PLANNER™ certificant, was the first Chair of the CFP Board of Practice Standards, and was a member of the CFP Board of Directors for six years.

Jim is a board member of the Bexley Community Foundation, the Kidd Family Foundation, and Slow Food Columbus.  He is a former chair and board member of the Columbus School for Girls and a former co-chair of the Professional Council of The Columbus Foundation.  Jim is also a co-founder and board member of City Barbeque, Columbus.

He holds a Bachelor of Arts in Business Administration degree from Hanover College, an MBA from Texas Christian University, and an MS in Financial Services degree from The American College.  He is an honors graduate of the National Graduate Trust School at Northwestern University. 

Jim is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the nationally recognized wealth management consortium, The Alpha Group.

In 2012, Jim was inducted into the Junior Achievement of Central Ohio Business Hall of Fame, and in 2011 he was the recipient of the Society of Financial Service Professionals “Hall of Fame” award, in recognition of his lifelong dedication to the financial services profession.

Peggy Ruhlin

Chief Executive Officer

Peggy Ruhlin, CPA/PFS, CFP®

Chief Executive Officer

Peggy’s professional skill, coupled with her ability to build strong client relationships, has earned her the distinction of being named one of America’s most distinguished women in wealth management by Wealth Manager magazine.

She was one of the “20 Most Influential Women to Watch in 2016” according to Investment News, and also one of the Top 25 Women RIAs that year, according to WealthManagement.com.  In 2014, she was recognized as one of the Financial Times‘ Top 100 Women Advisers, and one of  Smart Business News‘ inaugural Columbus Smart 50 CEOs. 

Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant.

Under Peggy’s leadership, Budros, Ruhlin & Roe won the 2011 Schwab IMPACT Awards® Best in Business award.

She was elected to a four-year term on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. in 2015, and finished a three-year term on the Schwab Advisor Services Advisory Board in 2016.  Previously, she served as vice-chair, trustee (2001 – 2014) and chair of the Investment Committee of Otterbein University, and for eight years as a trustee of the Washington, D.C.-based Foundation for Financial Planning.

Peggy earned a Bachelor of Arts degree in Business Administration from Otterbein and, in 2009, received its Alumni Association’s Special Achievement Award. In 2006, she was initiated into the Carroll High School (Dayton, OH) Distinguished Alumni Hall of Fame and, that same year, was inducted into the Ohio Foundation of Independent Colleges’ Hall of Excellence in recognition of her career and lifetime achievements.

She served as chair and president of the International Association for Financial Planning (IAFP), and was instrumental in its merger with the Institute of Certified Financial Planners to form the Financial Planning Association (FPA) in 2000.

Peggy was consistently named one of the “Best Financial Advisers” in the U.S. by Worth magazine, and  appeared on the cover of Barron’s as one of America’s top financial planners.  She was Financial Planning magazine’s readers’ choice as one of the “Movers & Shakers” who have contributed the most to the profession and are effectively shaping its future.

Peggy is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA), the Women Presidents’ Organization (WPO), the International Women’s Forum and the nationally recognized wealth management consortium, The Alpha Group. She is also treasurer of Nationwide Children’s Hospital TWIG 102 and a member of the American Heart Association’s Circle of Red.

Daniel Roe

Chief Investment Officer

Daniel Roe, CFP®

Chief Investment Officer

Dan has been advising clients in the financial services industry for more than 25 years. Prior to joining Budros, Ruhlin & Roe in 1996, he owned his own fee-only wealth management practice in Cincinnati, Ohio. As CIO, he authors the firm’s authoritative Market Outlook each quarter, and creates our “5 Minutes on the Markets” multimedia presentations.

In 2015, he was named one of Barron’s Top 100 Independent Wealth Advisors in the U.S., ranking #3 in the state of Ohio. Dan was also named on that magazine’s 2014 and 2016 Top Financial Advisors lists. 

Dan has been profiled in Barron’s, The Wall Street Journal and Morningstar Advisor magazine, and is widely quoted in the national media and leading financial social media sites.

He is a CERTIFIED FINANCIAL PLANNER™ certificant, a member of the Investment Management Consultants Association (IMCA), the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA), and is a frequently requested speaker at professional conferences. 

Dan holds a Bachelor of Science degree from Miami University in Oxford, Ohio. He is chairman of the Investment Committee and a trustee of The Catholic Foundation of Ohio, a member of Rotary Club of Upper Arlington (OH), and is active with the Phi Delta Theta Walter B. Palmer Foundation and the Salvation Army of Central Ohio.

John Schuman

Chief Planning Officer

John Schuman, JD, CFP®

Chief Planning Officer

As an attorney and CERTIFIED FINANCIAL PLANNER™ certificant, John adds an exceptional perspective to the firm. His expertise includes estate, income tax, general business and succession, charitable and retirement planning.

Prior to joining Budros, Ruhlin & Roe, John was a senior manager with Deloitte & Touche in their Private Client Advisory group. He practiced law with Squire, Sanders & Dempsey, and has been a featured speaker at conferences of the Columbus Bar Association, the Financial Planning Association (FPA), the Ohio CLE Institute, The Columbus Foundation and the International Association of Advisors in Philanthropy.

He holds a Bachelor of Science degree in Accounting from The Ohio State University and a Juris Doctorate degree (summa cum laude) from Capital University Law School.  He is a member of the Financial Planning Association (FPA), The Columbus and Ohio State Bar Associations, the National Association of Personal Financial Advisors (NAPFA), and the Society of Financial Service Professionals.

He is a former president of the Board of Trustees of the ALS Association Central and Southern Ohio Chapter, and is a trustee and treasurer of the Rotary Club of Upper Arlington Foundation.  John also serves as a member of the Professional Council of The Columbus Foundation and is an advisory board member of the Conway Center for Family Business. 

Aaron Armstrong

Senior Wealth Manager

Aaron Armstrong, CFA, CFP®

Senior Wealth Manager

Aaron is a Senior Wealth Manager and member of the Board of Directors of Budros, Ruhlin & Roe.  Since joining the firm in 2001, he has advised clients in all aspects of wealth management including portfolio management, estate planning, equity compensation, tax planning, retirement planning and risk management.

He has been a guest speaker for The Catholic Foundation of Ohio, The Ohio State University Wexner Medical Center, and Young Professionals of Columbus, and was named a Five Star Wealth Manager* in 2014, 2015 and 2016.

Aaron is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant.  He earned his Bachelor of Science in Human Ecology degree, with a major in family financial management, from The Ohio State University and a Master of Financial Economics degree from Ohio University.

He is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the CFA Society of Columbus.

*How was I selected?
Five Star Professional relied on one of three sources – firm nomination, peer nomination, and pre-qualification based on industry standing – to identify award candidates.  Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.  The resulting list of Five Star Wealth Managers represents an exclusive group of Columbus area wealth managers who provide quality services to their clients. 

Gary Marcinick

E.V.P. of Business Development

Gary Marcinick

E.V.P. of Business Development

Gary is Executive Vice President of Business Development for Budros, Ruhlin & Roe, responsible for both individual and institutional new client business development.

He has enjoyed more than 30 successful years as a financial industry leader in the areas of business development and relationship management, serving executives, business owners, medical professionals and professional athletes.

Gary received a Bachelor of Science degree in Marketing from The Ohio State University. He was a  member of the Ohio State Buckeyes 1984 Big Ten Championship and Rose Bowl football team. Gary’s networking prowess has led to many years of community and philanthropic impact.

He currently serves on the Board of Directors of the Columbus Zoo and Aquarium and the Board of Commissioners of the Greater Columbus Sports Commission, and is a life member of the Nationwide Children’s Hospital Development Board.  He also assists and donates time to numerous other charitable organizations in Central Ohio.

Gary is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

SAMANTHA ANDERSON, CFP®

SAMANTHA ANDERSON, CFP®

Wealth Manager

614-481-6900 samantha.anderson@b-r-r.com

Samantha has been a member of the Budros, Ruhlin & Roe team since 2011. She received her Bachelor of Science in Human Ecology degree, with a major in family resource management, from The Ohio State University.

Samantha leads the firm’s women’s initiative, BRR4Women, which involves coordinating female client events, conducting internal leadership luncheons to encourage and empower female leadership within the firm, and spreading awareness in the community. She also was responsible for the launch of Budros, Ruhlin & Roe’s Women in Wealth Management Scholarship program in 2016.

Samantha received the National Association of Personal Financial Advisors (NAPFA) New Professional Award in 2016 and was featured as a panelist at the 2016 Powerful Women Paving the Way event hosted by The Woltemade Center for Economics, Business & Entrepreneurship at Ohio Wesleyan University.  She is a CERTIFIED FINANCIAL PLANNER ™ certificant and a member of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA).  Samantha volunteers with The Women’s Fund of Central Ohio and is a member of the organization’s investment committee. She is also a member of the Women’s Initiative Committee of NAPFA, a WIN Advocate and Mentor for the Certified Financial Planner Board of Standards’ Women’s Initiative (WIN), and an active member of WELD Ohio (Women for Economic and Leadership Development).

She is passionate about giving back to the community and devotes a significant amount of time to volunteering. She is the fundraising coordinator for Cause for Canines Ohio, which is an all-breed dog rescue based in Central Ohio. Samantha and her certified therapy dog, Nixon, also volunteer their time reading with the students of Valleyview Elementary school and attending Franklin County Children’s Services events.

Gregory Apple, CRPS®

Gregory Apple, CRPS®

Business Development Specialist

614-481-6900 gregory.apple@b-r-r.com

Greg Apple is a Business Development Specialist for Budros, Ruhlin & Roe, responsible for institutional client business development, particularly in the Retirement Plan Services area.

Greg received his Chartered Retirement Plan Specialist (CRPS®) designation through the College For Financial Planning. He received his Bachelor of Science degree in Psychology from The Ohio State University and has been a Central Ohio resident for 29 years. Greg began his career 24 years ago as a financial consultant and built his practice based on cultivating relationships with closely held businesses. He continued his career, focusing on the defined contribution plan space, with a preeminent national record keeper for 12 years. During his tenure, Greg achieved various corporate accolades as both a District Manager and Sales Leader, including responsibility for the largest retirement plan relationship in Central Ohio. Greg spent four years with a large regional Ohio-based bank, where he was responsible for business development throughout Central and Northwest Ohio.  During that period, he worked with large corporate clients and was responsible for significant asset growth for the banking affiliate. Most recently, Greg was responsible for the Ohio Valley Region as a consultant for the largest TPA in the country, where he established strategic relationships with platform partners and advisors to add value to new retirement plan opportunities.

Shawn Ballinger, CFP®

Shawn Ballinger, CFP®

Wealth Manager

614-481-6900 shawn.ballinger@b-r-r.com

Shawn joined the Budros, Ruhlin & Roe team in 2012. Prior to then, he served as a financial planner at another Columbus financial planning firm for seven years. He is a CERTIFIED FINANCIAL PLANNER(™) certificant and has over 13 years of experience in the financial services industry. Shawn received his Bachelor of Science degree in Finance from Franklin University.

Shawn served as President of the Board of Directors for the Central Ohio chapter of the Financial Planning Association. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and belongs to the Kiwanis Club of Columbus, for which he serves on the Young Children Priority One committee.

Sonia Brinkman

Sonia Brinkman

Portfolio Advisor

614-481-6900 sonia.brinkman@b-r-r.com

Sonia joined Budros, Ruhlin & Roe in 2008, when she was selected for the firm’s internship program. She holds a Bachelor of Business Administration degree from the Max M. Fisher College of Business at The Ohio State University, where she double- majored in finance and insurance & risk management. She spent a semester abroad studying at Universita Commerciale Luigi Bocconi School of Economics in Milan, Italy. Sonia was a member of The Ohio State University women’s tennis team from 2003 to 2007. She was a four-year Ohio State scholar-athlete and Big Ten Academic All-American. She received her Masters of Financial Economics degree from Ohio University, graduating cum laude.

Sonia was born in Moscow, Russia and her family immigrated to New York City when she was four years old. Although she loved growing up in a big city, she appreciates all that Columbus offers and couldn’t imagine raising her family anywhere else.  Sonia and her family live in Bexley and she takes any opportunity to spend time with her kids including travelling with them. She is also very passionate about LifeTown an organization that helps children with disabilities learn life skills in a safe environment. She serves on the Junior Advisory Board and Advisory Council for LifeTown.

DANIEL DUE, CFP®, CAP®

DANIEL DUE, CFP®, CAP®

Senior Wealth Manager

614-481-6900 daniel.due@b-r-r.com

Danny joined Budros, Ruhlin & Roe in 1998.  He holds Bachelor of Science and Bachelor of Arts degrees from Berea College in Berea, Kentucky, is a CERTIFIED FINANCIAL PLANNER™ certificant and a Chartered Advisor in Philanthropy, and has over 23 years of experience in the financial services industry.

Danny’s expertise lies in complex personal financial planning issues including cash flow/retirement, insurance, income and estate taxes, and portfolio management principles, and he leads a planning team in the delivery of these services to clients.  He also serves on the firm’s Financial Planning and Compliance committees.

He was named a Five Star Wealth Manager* n 2014, 2015 and 2016.

Before joining Budros, Ruhlin & Roe, Danny worked with institutional retirement clients at Fidelity Investments.  He also delivered fee-only financial planning service to the middle-income market as a principal of Sound Futures, Inc.

He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Professional Advisory Council of The Columbus Foundation.   He currently volunteers for Junior Achievement of Central Ohio and has served on the Board of Directors for the Central Ohio chapter of the Financial Planning Association and the Alumni Board for Berea College.

*How was I selected?
Five Star Professional relied on one of three sources – firm nomination, peer nomination, and pre-qualification based on industry standing – to identify award candidates.  Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.  The resulting list of Five Star Wealth Managers represents an exclusive group of Columbus area wealth managers who provide quality services to their clients.

ANDREA ELLIS, CFP®

ANDREA ELLIS, CFP®

Senior Wealth Manager

614-481-6900 andrea.ellis@b-r-r.com

Andrea joined the Budros, Ruhlin & Roe team in 1999 after graduating from The Ohio State University with a Bachelor of Science degree in Human Ecology, majoring in family financial management.  She is a CERTIFIED FINANCIAL PLANNER™ certificant, and a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).  She is also a member of Women for Economic Leadership Development (WELD) in Columbus. Andrea was named a Five Star Wealth Manager*  in 2014, 2015, and 2016.

In addition to managing a wealth management team, Andrea leads the firm’s Peer Review committee, which assures consistency of Budros, Ruhlin & Roe’s client experience and provides quality control for the utilization and communication of the firm’s financial planning processes.

Andrea is actively involved in the Hilliard community, serving on the Board of the Rotary Club of Hilliard.  She is currently President-Elect and is slated to become President for the 2017-2018 year.  Andrea enjoys giving back by volunteering.  She has educated eighth-graders through Junior Achievement’s Economics for Success program and counsels individuals and families during FPA’s financial planning day, held in the fall each year.

*How was I selected?
Five Star Professional relied on one of three sources – firm nomination, peer nomination, and pre-qualification based on industry standing – to identify award candidates.  Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.  The resulting list of Five Star Wealth Managers represents an exclusive group of Columbus area wealth managers who provide quality services to their clients.

BRIAN JACK

BRIAN JACK

Vice President, Director of Operations

614-481-6900 brian.jack@b-r-r.com

Brian graduated from The Ohio State University Fisher College of Business with a Bachelor of Science in Business Administration degree in finance.  During his time at Ohio State he was a field manager for Ohio State Football, serving as head manager in 1999. Brian started his career in 1997 with The Ohio State University Athletic Department’s information technology department.  After graduation, he joined American Dairy Brands as a network administrator.  Brian joined Budros, Ruhlin & Roe in the fall of 2000 as Director of Information Technology.  In 2015 he was named Director of Operations, overseeing all aspects of Budros, Ruhlin & Roe’s operations and managing three operational support teams.

Brian was born in Steubenville, Ohio and grew up in Follansbee, West Virginia.

AMY KELLY, CFP®, CDFA®

AMY KELLY, CFP®, CDFA®

Senior Wealth Manager

614-481-6900 amy.weldele@b-r-r.com

Amy Weldele is a Senior Wealth Manager, who joined the Budros, Ruhlin & Roe, Inc. team in 1998.  She is a CERTIFIED FINANCIAL PLANNER™ certificant and has been advising clients for almost 20 years in all aspects of comprehensive wealth management.  She graduated with a bachelor’s degree in economics from Ohio Wesleyan University.

In addition, Amy is a CERTIFIED DIVORCE FINANCIAL ANALYST™.  She works with clients considering divorce, as well as clients navigating through the process of divorce.  She is a member of the Central Ohio Academy of Collaborative Divorce Professionals and a trained Mediator.

For the past three years, Amy was named a Five Star Wealth Manager by Five Star Professional*.  She has been a featured speaker for the Columbus Bar Association, The Columbus Foundation, the Tri-County Estate Planning Council and the OSU Buckeye Leadership Fellows luncheon series.  She was also a panel moderator for Ohio Wesleyan University’s inaugural WOW (Women of Ohio Wesleyan) weekend.  She has been quoted in the Wall Street Journal and Smart Business Columbus.

Amy is serving a three-year term on the Kappa Kappa Gamma Foundation Finance Committee as well as the Fraternity/Foundation Investment Sub-Committee.  She is also the current President of the Columbus Alumnae Association, previously serving as Vice President.   Prior to her work for the Alumnae Association, Amy served for almost 10 years as Treasurer of the House Board at Ohio Wesleyan University.

She is member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Institute for Divorce Financial Analysts (IDFA) and the National Association of Women Business Owners (NAWBO).  Amy is a graduate and current member of the Jo Ann Davidson Ohio Leadership Institute.  She lives with her family in Westerville, and just ended a term on the Westerville Shade Tree Commission.

*How was I selected? 
Five Star Professional relied on one of three sources – firm nomination, peer nomination, and pre-qualification based on industry standing – to identify award candidates.  Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.  The resulting list of Five Star Wealth Managers represents and exclusive group of Columbus area wealth managers who provide quality services to their clients.

SCOTT KIDWELL, CFP®

SCOTT KIDWELL, CFP®

Senior Wealth Manager

614-481-6900 scott.kidwell@b-r-r.com

Scott is a Senior Wealth Manager at Budros, Ruhlin & Roe.  He has more than 15 years of experience in the financial services industry, the last 11 of which have been with Budros, Ruhlin & Roe.  Prior to joining Budros, Ruhlin & Roe, Scott worked with a smaller fee-only financial planning firm, as well as a state retirement system.

He is a CERTIFIED FINANCIAL PLANNER™ certificant, and a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Scott also serves on the Board of Directors for Leadership UA (Upper Arlington, Ohio).

Scott holds a Bachelor of Science in Human Ecology degree in family resource management from The Ohio State University, where he graduated magna cum laude.

He was born in Findlay, Ohio and graduated from Findlay High School.

 

Michael Kline, CFP®

Michael Kline, CFP®

Wealth Manager

614-481-6900 michael.kline@b-r-r.com

Michael is a Wealth Manager at Budros, Ruhlin & Roe, and has almost 20 years of experience in the financial services industry.  He earned his Bachelor of Science degree in Agribusiness and Applied Economics, with a minor in Communications, from The Ohio State University. After college, Michael worked as an analyst for a large mutual fund services firm before joining Budros, Ruhlin & Roe in 2004. He is a CERTIFIED FINANCIAL PLANNER™ certficant and a member of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA).

Michael is originally from northeast Ohio.

 

 

 

JESSICA LEE

JESSICA LEE

Senior Portfolio Advisor

614-481-6900 jessica.lee@b-r-r.com

Jessica began her career in 1998 with Neuberger Berman, Inc. after graduating from The George Washington University with Bachelor of Science in Economics and Bachelor of Arts in Biology degrees.  She joined Budros, Ruhlin & Roe, Inc. in 2002.

Jessica heads the Portfolio Management Team at Budros, Ruhlin & Roe, and has extensive experience providing clients and their families with investment advisory services.  She was named a Five Star Wealth Manager* in 2015 and 2016.

Jessica was born in Seoul, Korea but grew up on Long Island, New York.  She relocated to Columbus in 2001.

*How was I selected?
Five Star Professional relied on one of three sources – firm nomination, peer nomination, and pre-qualification based on industry standing – to identify award candidates.  Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.  The resulting list of  Five Star Wealth Managers represents an exclusive group of Columbus area wealth managers who provide quality services to their clients.

JOHN MCHUGH, CPA, CFP®, CAP®

JOHN MCHUGH, CPA, CFP®, CAP®

Senior Wealth Manager

614-481-6900 john.mchugh@b-r-r.com

John has been a member of the Budros, Ruhlin & Roe team since 1998.  Prior to then, he worked as a Senior Financial Analyst for Huntington Bancshares, Inc., and before that as a staff accountant for Crowe, Chizek & Co.  He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ certificant and a Chartered Advisor in Philanthropy.  John received his Bachelor of Science degree in Accounting from The Ohio State University.

John manages a team of planners and has extensive experience helping clients discover, establish and achieve their financial goals. While proficient in all areas of wealth management, John specializes in multi-generational wealth transfers and philanthropic gifting strategies. He was named a Five Star Wealth Manager* in 2014, 2015 and 2016.

John is originally from Cleveland, Ohio.  Here in Columbus, he volunteers his time with various local charities like Flying Horse Farms, and loves to take his sons with him when he delivers Meals-on-Wheels.  He is on the Finance Committee at LifeCare Alliance and is part of the Professional Advisors Group for The Catholic Foundation of Ohio.

*How was I selected?
Five Star Professional relied on one of three sources – firm nomination, peer nomination, and pre-qualification based on industry standing – to identify award candidates.  Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.  The resulting list of Five Star Wealth Managers represents an exclusive group of Columbus area wealth managers who provide quality services to their clients.

Jamie Rizer, CFP®

Jamie Rizer, CFP®

Associate Wealth Manager

614-481-6900 jamie.rizer@b-r-r.com

Jamie joined the Budros, Ruhlin & Roe team in 2011 after gaining over two years of experience in the financial planning industry at another local wealth management firm.  She is currently an Associate Wealth Manager.  Jamie holds a Bachelor of Science in Human Ecology degree, with a concentration in family financial management, from The Ohio State University, with minors in business and professional writing.

She is a CERTIFIED FINANCIAL PLANNER™ certificant, and a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

ERIC SHISLER, CFA, AIF®

ERIC SHISLER, CFA, AIF®

Vice President, Director of Portfolio Research

614-481-6900

Eric brings 30 years of investment industry experience to the client-centric portfolio management process at Budros, Ruhlin & Roe.  He started his career at a regional investment bank as a securities trader and institutional broker.  Following his work as a bank trust department portfolio manager, Eric has spent the last 15+ years researching global economies, markets, asset classes, and managers to help clients achieve their investment objectives.  That investment experience and his fiduciary-minded approach to portfolio management also drive the firm’s Retirement Plan Services’ plan consulting and participant education.

Eric received his Bachelor of Arts degree in History from Bucknell University.  He is a Chartered Financial Analyst (CFA) charterholder and an Accredited Investment Fiduciary designee.  He is a member of the CFA Society of Columbus, the CFA Institute, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).

Eric actively serves the community and his church.  After years of playing and coaching lacrosse, Eric remains involved as a certified men’s lacrosse referee.

Isaiah Stidham, CPA, CFP®

Isaiah Stidham, CPA, CFP®

Wealth Manager

614-481-6900 isaiah.stidham@b-r-r.com

Isaiah joined Budros, Ruhlin & Roe in 2012.  He has a Bachelor of Science in Accounting degree from Otterbein University and a Master of Accounting degree from The Ohio State University’s Max M. Fisher College of Business. Isaiah is both a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Public Accountant.

Prior to joining Budros, Ruhlin & Roe, Isaiah spent several years as a member of the Private Client Advisors group of Deloitte Tax, LLP, where he specialized in tax compliance and planning for high-net worth individuals, estates, trusts, and family-owned businesses. He later served as a tax manager with Norman, Jones, Enlow & Co.

Isaiah is a member of the Worthington Estate Planning Council, Conway Center for Family Business, National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), American Institute of CPAs and Ohio Society of CPAs. He currently volunteers for Junior Achievement of Central Ohio, where he strives to educate middle school students about workforce readiness, entrepreneurship and financial literacy.

KAREN THOMPSON, SPHR, SHRM-SCP

KAREN THOMPSON, SPHR, SHRM-SCP

Director of Human Resources

614-481-6900 karen.thompson@b-r-r.com

Karen joined the Budros, Ruhlin and Roe team in 2014 as Director of Human Resources.  She is responsible for the design, development and delivery of all human resources services, policies, systems and programs that support the organization’s strategy.  Karen has over 25 years of progressive management experience with 15 years dedicated to human resources leadership roles.

While working full-time and raising her family, Karen graduated magna cum laude from Franklin University, with Bachelor of Science degrees in both Human Resources Management and Business Administration.  Her graduate studies were also completed at Franklin, where she earned an MBA degree with a focus on strategic human resources concepts.  She holds the SPHR and SHRM-SCP credentials.  She is a member of the Human Resources Association of Central Ohio (HRACO), and is an active mentor in the HRACO Mentoring Program.

Kevin Wuebker, CFP®

Kevin Wuebker, CFP®

Wealth Manager

614-481-6900 kevin.wuebker@b-r-r.com

Kevin started his career in financial planning at Budros, Ruhlin & Roe in 2007, when he was selected for the firm’s internship program.  He holds a Bachelor of Science degree in family financial management from The Ohio State University. Kevin is a CERTIFIED FINANCIAL PLANNER™ certificant.  He is an active member of the Financial Planning Association of Central Ohio (FPA), the National Association of Personal Financial Advisors (NAPFA,) and the Columbus Young Professionals Club.

Kevin grew up in Maria Stein, Ohio.