Daniel Roe, CFP ®
Dan Roe is the Chief Investment Officer and Co-CEO of Budros, Ruhlin & Roe, Inc. He has been advising clients in the financial services industry for more than 30 years. Prior to joining Budros, Ruhlin & Roe in 1996, he owned his own fee-only wealth management practice in Cincinnati, Ohio. As CIO, he chairs the Investment Committee and crafts investment communications for the firm’s clients, including regular market commentary and “Five Minutes on the Markets” multimedia presentations.
Since 2016, Dan has been recognized by Barron’s Magazine as one of the Top 100 Advisors in the United States. He has also been recognized in Barron’s Top 1,200 Financial Advisors state rankings and was named to Forbes magazine’s Best-in-State Wealth Advisor list as the highest ranked advisor in Central Ohio since 2018.
Dan has personally been profiled in national publications including Barron’s, The Wall Street Journal and Morningstar Advisor magazine, and is widely quoted in the national media and on leading financial social media sites.
He is a CERTIFIED FINANCIAL PLANNER™ certificant, a member of the Investments & Wealth Institute, 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, JD, CFP ® CPA (inactive)
John Schuman is the Co-CEO and Chief Compliance Officer of Budros, Ruhlin & Roe, Inc. As a former Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ certificant, and currently licensed attorney, he adds an exceptional perspective to the firm. John’s expertise includes estate planning and taxation, income tax, general business and succession planning, and charitable and retirement planning.
Prior to joining Budros, Ruhlin & Roe, John was a senior manager with Deloitte & Touche in its Private Client Advisory group. Previously, he practiced law with Squire, Sanders & Dempsey. He has been a featured speaker at conferences of the Columbus Bar Association, the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Ohio CLE Institute, The Columbus Foundation and the International Association of Advisors in Philanthropy.
He holds a Bachelor of Science degree from The Ohio State University and a Juris Doctorate degree from Capital University Law School (summa cum laude). John is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the Columbus, State of Ohio, and American Bar Associations.
John is a past president of the Board of Trustees of the ALS Association Central and Southern Ohio Chapter, and a former trustee and treasurer of the Rotary Club of Upper Arlington Foundation. He also serves as a member of the Professional Council of The Columbus Foundation and as an advisory board member of the Conway Family Business Center of Central Ohio.
Gary Marcinick is our Executive Vice President of Business Development, 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, the Board of Commissioners of the Greater Columbus Sports Commission, and the Board of Directors for the Lindy Infante Foundation. He is also a life member of the Nationwide Children’s Hospital Development Board. He assists and donates time to numerous other charitable organizations in Central Ohio as well.
Gary currently resides in Dublin with his wife, Jill, and they have two grown sons. Kyle graduated from Yale University and is working in executive recruiting, while Trevor attends and plays hockey for Babson College.
Aaron Armstrong, CFA, CFP ®
Aaron Armstrong 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 has been named a Five Star Wealth Manager since 2014.
Aaron is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the CFA Society of Columbus.
He 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.
Samantha Anderson, CFP ®
Samantha is a Senior Wealth Manager at Budros, Ruhlin & Roe and has worked for the Firm since 2011. In this role, she helps guide clients through the many life decisions that impact their lifestyle and financial future.
Samantha is responsible for the launch of Budros, Ruhlin & Roe’s Women in Wealth Management Scholarship program in 2016 and the BRR Women’s Initiative. She currently serves on the Planning Committee and has spoken on the Firm’s behalf on Financial Wellness and Medicare planning.
Samantha was awarded the 2022 Women for Economic & Leadership Development (WELD) Columbus Calendar Honoree recognition, for her leadership in Central Ohio and within BRR. She 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 the National Association of Personal Financial Advisors (NAPFA). Samantha co-chairs the Women’s Initiative Committee for NAPFA, whose mission is to attract, support, educate, and develop women as leaders within the financial advisory profession and to raise the awareness of the need for more female advisors. Samantha volunteers with The Women’s Fund of Central Ohio and is a member of the organization’s Finance and Investment Committee. She is also a WIN Advocate and Mentor for the Certified Financial Planner Board of Standards’ Women’s Initiative (WIN).
She received her Bachelor of Science in Human Ecology degree, with a major in family resource management, from The Ohio State University.
In her spare time, Samantha loves to be outdoors and spend time with her husband and stepdaughter, Todd and Grace, and their two rescue dogs, Nixon and Reagan.
Chris Bartkowski, CFP ® JD, MBA
Chris Bartowski joined the firm in 2019 as an Associate Wealth Manager. In this role, he partners with clients to help them better understand all aspects of their financial lives, allowing them to focus on their personal and professional goals. Chris was drawn to the industry from a previous career in law that included litigating for a small firm, working at a large legal research provider, and serving in business development for a large law firm. He enjoys meeting and working with people who have various backgrounds and experiences.
Chris graduated with his JD from St. John’s University in Queens, NY and received his MBA from The Ohio State University. In his spare time, Chris can be found on the ice in adult league hockey, scuba diving or with his wife in Bexley trying to wear out their two young, active boys.
Jamie Bond, CPFA
Jamie Bond is a Retirement Plan Specialist at Budros, Ruhlin & Roe, assisting plan sponsors and participants with their retirement plan benefit. She is enthusiastic about helping business owners have confidence in their plan and enjoys seeing participants light up with the understanding of how financial topics apply to their future.
Prior to her position at BRR, she served as a Retirement Plan Specialist at PROFi, spearheading its 401(k) department that managed over 1300 participants.
Jamie has had a role in the mentorship program for the National Association of Plan Advisors (NAPA) and was a speaker for the Utah Valley University (UVU) Women’s Success Center. While at UVU, where she received her Bachelor of Arts in Personal Finance Planning and Associate of Science in Business Management, Jamie was featured as one of the 100 Most Remarkable Students, listed on the Dean’s List and awarded the prestigious Osborne Family Trust Scholarship.
In her spare time, Jamie is active with her husband and four children. She is an avid rock climber, songwriter and newbie video gamer.
Sonia Brinkman is a Portfolio Advisor, working with clients on their investment management needs, including investment selection, asset allocation, cash management, performance monitoring and more. She is passionate about her career because she enjoys getting to grow with, learn from and do life with her wonderful clients and colleagues.
Sonia joined Budros, Ruhlin & Roe in 2008 when she was selected for the firm’s internship program. In the industry, she has been a volunteer member on the Women’s Fund Investment and Finance Committee and named a Five Star Wealth Manager since 2019.
Sonia holds a Bachelor of Arts degree from the Fisher College of Business at The Ohio State University, where she double-majored in Finance and Insurance-Risk Management. She also received her Master of Financial Economics degree from Ohio University, graduating cum laude. While at The Ohio State University, she was a four-year scholar athlete and Big Ten Academic All-American on the women’s tennis team.
Having immigrated to New York City from Moscow, Russia when she was four years old, she appreciates big cities, but proudly calls Bexley home for her family. Sonia and her husband are dedicated to helping their kids live their best lives, as activity Uber drivers, mess-cleaner-uppers, organizers, personal bankers and chefs. Sonia loves finding ways to make the small daily moments into special memories with her family and friends.
Brandon Dempsey, CFP ®
Brandon Dempsey is an Associate Wealth Manager, recently joining Budros, Ruhlin & Roe after serving in financial planning roles for another RIA firm in Columbus and Merrill Lynch in Charlotte, NC. In his current role, Brandon assists clients in the development and implementation of their financial plans, customizing and adjusting each plan to serve their unique objectives and goals.
He was drawn to the industry because he knew he could be a trusted resource in guiding clients to accomplish their objectives and enjoy the fruits of their labor. Brandon is also a fervent learner, appreciating that the ever-changing financial industry incites continuous learning and growth. He is a member of the Financial Planning Association (FPA) and is a CERTIFIED FINANCIAL PLANNER™ certificant.
While originally from Bexley, Ohio, Brandon received his Bachelor of Science degree in Marketing from Clemson University and remains an avid Tiger fan. In his spare time, he can be found scouting and sampling the wide variety of restaurants and breweries in Columbus. Brandon also enjoys watching professional basketball and traveling to the Carolinas as frequently as possible.
Daniel Due, CFP ®, CAP ®
Daniel Due is a Senior Wealth Manager and the Chief Planning Officer at Budros, Ruhlin & Roe and has over 25 years’ experience in the financial services industry. In these roles, he leads planning teams around complex personal financial planning topics, including cash flow, risk management, estate and wealth transfer, income and estate taxes and portfolio management. Prior to joining the firm in 1998, he worked with institutional retirement clients at Fidelity Investments and served as a principal at Sound Futures, Inc.
Daniel holds a Bachelor of Science in Business Administration and Bachelor of Arts in Spanish from Berea College and is a CERTIFIED FINANCIAL PLANNER™ certificant and a Chartered Advisor in Philanthropy. 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. Daniel previously served on the Board of Directors for the Central Ohio FPA Chapter and the Alumni Board for Berea College. He has been named a Five Star Wealth Manager for eight years.
Daniel and his wife, Becky, have two children in college and reside in Upper Arlington. As recent empty nesters, they spend their time rediscovering old loves, such as golf, biking and travel.
Ryan Garland, CFP ®
Ryan Garland is a Wealth Manager and joined the firm in 2012. In this role, he helps clients develop a financial plan and provides salient advice as their lives change along the way. Ryan most enjoys turning complex financial situations into direct, actionable plans toward clients’ goals. He likes the daily challenges and ever-changing environment of the wealth management industry.
Ryan is a member of the Financial Planning Association (FPA) and National Association of Personal Finance Advisors (NAPFA). He volunteers as a pro bono financial planner for Family Reach, an organization that helps families affected by cancer diagnoses. Ryan is also an active member of St. Colman of Cloyne Catholic Church.
He earned his Bachelor of Arts in Financial Economics from Capital University. Ryan and his wife have two boys, and he enjoys family time, traveling, hiking, and listening to audiobooks and podcasts during his commutes.
Madeline Hobbs joined Budros, Ruhlin & Roe in 2019, currently serving as an Assistant Wealth Manager. In this role, she works with a team of advisors to analyze clients’ lifestyle, family, tax, and retirement planning situations and recommend steps needed to help reach their goals. She also facilitates the strategic implementation of the plans with internal operations teams.
Madeline was drawn to the industry because she knew that financial planning was a fitting path to directly impact people’s lives. She enjoys bringing comfort and peace of mind to clients, making sense of an area of life that can feel daunting at times.
Madeline has passed the rigorous testing portion of the Certified Financial Planner (CFP®) designation and is slated to be able to use the marks in Spring of 2022. She graduated in 2019 with a Bachelor of Science in Finance with a minor in Financial Planning from Mount Vernon Nazarene University.
In her spare time, Madeline likes playing pickleball with friends in the summer, spending time with family, attending game nights, cooking (but mostly eating), and watching sports – notably the Buckeyes and Bengals.
Scott Kidwell, CFP ®, RICP ®
Scott Kidwell 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 ®
As a Senior Wealth Manager at Budros, Ruhlin & Roe, Michael Kline knows that achieving financial independence takes time and sacrifice. He is passionate about helping his clients maximize, protect and ultimately, enjoy the culmination of their life’s work. He consistently leverages his 20+ years of experience in the financial services industry to assist clients in all facets of personal finance, including portfolio management, retirement planning, estate planning, tax planning and risk management.
Michael joined Budros, Ruhlin & Roe, Inc., in 2004 after spending six years with a large mutual fund services firm. He holds a Bachelor of Science degree from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the Worthington Estate Planning Council. He was named a Five Star Wealth Manager* in 2018, 2019, 2020 and 2021.
Originally from Northeast Ohio, Michael now resides in Dublin with his wife, two sons and their dog, Rocky. When not in the office, you can usually find him on a walk with Rocky, attending his sons’ games, working on a small home improvement project, or in his driveway, still trying to perfect his jump shot.
Jessica Lee joined Budros, Ruhlin & Roe in 2002 and now serves as a Senior Portfolio Advisor. In this role, she leads the Portfolio Management Team with her extensive experience providing clients and their families with investment advisory services.
Jessica began her career in 1998 with Neuberger Berman, Inc. after graduating from The George Washington University with a Bachelor of Science in Economics and Bachelor of Arts in Biology.
She has been named a Five Star Wealth Manager since 2015.
Jessica was born in Seoul, Korea but grew up in Long Island, New York. She relocated to Columbus in 2001.
Michaela Loveday, CFP ®
Michaela Loveday has been with Budros, Ruhlin & Roe since 2018. In her role as Associate Wealth Manager, she analyzes client strategies and plans and works with the team in preparation for client meetings. She received her Certified Financial Planner (CFP ®) designation in 2020, at a much younger age than the majority of certificants in the industry.
Michaela was the first recipient of the Peggy M. Ruhlin Women in Wealth Management Scholarship & Internship. With a passion for mentoring college students and making the field of wealth management known as a potential career path, she leads the firm candidate recruitment and selection for the scholarship program.
She graduated from Mount Vernon Nazarene University with a Bachelor of Science Degree in Finance and Accounting, with a minor in Financial Planning and a CPA concentration. Michaela grew up in Mount Dora, Florida and currently resides in Urbana, Ohio. On the weekends, you will catch her playing in Spikeball tournaments all over the country, continuing a passion from college.
John McHugh, CPA, CFP ® CAP ®
John McHugh is a Senior Wealth Manager and compliance committee leader, using his extensive experience to help Budros, Ruhlin & Roe clients discover, establish and achieve their financial goals since joining the firm in 1998. While proficient in all areas of wealth management, he specializes in multi-generational wealth transfers and philanthropic gifting strategies. John believes in making the most of every day and living out his favorite saying, Carpe Diem. This philosophy also transfers skillfully to his work with clients in encouraging them make the most of their retirement and achieve financial peace of mind.
Prior to this role, John worked as a Senior Financial Analyst for Huntington Bancshares and a staff accountant for Crowe, Chizek & Co. He is a Certified Public Accountant, a Certified Financial Planner certificant and a Chartered Advisor in Philanthropy. He has been named a Five Star Wealth Manager since 2014.
John is on the Finance Committee at LifeCare Alliance and a part of the Professional Advisors Group for The Catholic Foundation of Ohio. He is also active in the community with organizations like Flying Horse Farms and Meals on Wheels. John received his Bachelor of Science degree in Accounting from The Ohio State University.
John and his wife have four sons and call Upper Arlington home. A fitness enthusiast and active in multiple sports, you will likely catch him riding his bike or paddle boarding on Broadcast Lake when he’s not attending one of his son’s sporting events.
Kyle Radabaugh, CFP ®
Kyle Radabaugh is an Associate Wealth Manager and joined the firm in 2015. In this role, he works with a team of advisors to provide clients with recommendations based on detailed planning analyses. Kyle most enjoys helping clients identify the steps needed to reach their family’s goals. He also serves on the Editorial Board, developing relevant content for client and external outreach.
He earned his Bachelor of Science in Consumer and Family Financial Services from The Ohio State University. Kyle and his wife are new parents of a baby girl and enjoy hiking with their two dogs, golfing, bike riding and visiting National Parks.
Jamie Rizer, CFP ®
Jamie Rizer joined the Firm in 2011 and now serves as a Senior Wealth Manager. In this role, she helps clients navigate portfolio management, estate and tax planning, risk management and retirement planning. Jamie was drawn to the industry because of what a personal impact advisors make in clients’ lives, guiding them through so many different life stages and situations to make sure their financial lives are in order.
She is a leader both in the Firm and financial services industry. Jamie is a CERTIFIED FINANCIAL PLANNER™ certificant and member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). She was a Career Development Director during her Board term with the FPA. Within BRR, she coordinated the internship program in its infancy, participated on several committees designated to improve internal processes and data accuracy as well as served on the Women’s Scholarship Selection Committee.
Jamie holds a Bachelor of Science in Human Ecology from The Ohio State University, with concentration in family financial management and minors in business and professional writing.
Outside of the financial industry, Jamie is passionate about the dog rescue community, having traveled thousands of miles for multiple organizations as a rescue transporter. She has two dogs of her own, Lydia and Cooper, with Cooper coming into the family during a rescue transport from Arkansas.
In her spare time, Jamie cheers on the Buckeyes, tends to all of the home projects that come with homeownership and spends quality time with family. She’s a favorite aunt to Alexis, Joey, and Jeffrey, supporting them in multiple sports and teaching them about how saving and investing can lead to funding school, travel, and real estate. Alexis has taken the counsel to heart, hoping her aunt and travel buddy will fund a trip to England upon graduation so she can continue to save!
Eric Shisler, CFA, AIF ®
Eric Shisler 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 ®, CEPA
Isaiah Stidham joined Budros, Ruhlin & Roe in 2012 and now serves as a Senior Wealth Manager and Business Succession Lead. In addition to aiding clients in a wealth management capacity, Isaiah has a passion for helping business owners navigate their unique and complicated situations.
Isaiah began his career in public accounting where he specialized in tax compliance and planning for high-net worth individuals, estates, trusts and family-owned businesses.
Isaiah serves on the advisory boards for The Entrepreneurship Institute (TEI) and the Conway Center for Family Business and is a founding member of the Exit Planning Institute Central Ohio Chapter. He is an active speaker on today’s most critical topics for business owners and succession planning, having presented to the Entrepreneurs Association, Women Presidents’ Organization, Financial Planning Association of Columbus, TEI Presidents’ Forum and the Worthington, Columbus, Central Ohio and Tri County Estate Planning Councils.
After graduating Summa Cum Laude from Otterbein University with a Bachelor of Science in Accounting, Isaiah went on to obtain a Master of Accounting degree through The Ohio State University’s Max M. Fisher College of Business. Isaiah is a CERTIFIED FINANCIAL PLANNER™ certificant, a Certified Public Accountant and holds the Certified Exit Planning Advisor designation.
Isaiah currently resides in Westerville, Ohio with his wife and three children. An avid golfer himself, Isaiah has enjoyed watching his children take up the sport.
Matt Ullmer is a Portfolio Advisor, simplifying the world of investments, markets and economic changes into understandable terms and concepts for clients. He was drawn to the industry because he enjoys helping people feel comfortable asking questions about money and their personal finances, since this can be such a difficult topic to approach openly.
Matt joined Budros, Ruhlin & Roe in 2013 after time in his career with JP Morgan Asset Management and Nationwide Financial. He received his Bachelor of Science degree in Family Resource Management from The Ohio State University, with a minor in Economics. While there, Matt served as a team manager for the men’s basketball team and continues to be an avid OSU basketball and football fan today.
Matt and his wife call Upper Arlington home with their two daughters. In his spare time outside of his proud dad involvement, he can be found playing golf, riding his Peloton or overpaying for drinks on rooftop bars while dining out with his wife.
Maria Wolters, CFP ®, ChFC ®, APMA ®
Maria Wolters is an Associate Wealth Manager, joining Budros, Ruhlin & Roe after three years as a Financial Planning Analyst at Ameriprise. In this role, she partners with clients to assist in identifying and achieving financial goals and implementing plans. Maria is energized about this industry because she loves helping people realize how the decisions they make today can have a huge impact on their future.
Maria is a Certified Financial Planner, Chartered Financial Consultant and Accredited Portfolio Management Advisor, earning these challenging designations much earlier in her career than most in the industry. She received her Bachelor of Science degree in Accounting and Financial Services from Wright State University, graduating Summa Cum Laude. While there, she was a pole vaulter on the Women’s Track & Field Team for four years and awarded Most Valuable Field Athlete in 2017 and 2018.
Maria is an active member of the Financial Planning Association (FPA), the Professional Advisors Group for The Catholic Foundation of Ohio, and Our Lady of Perpetual Help Catholic Church. In her spare time, she enjoys cheering on the Buckeyes and Bengals, running, golfing and hiking with her husband.
Kevin Wuebker, CFP ®
Kevin Wuebker 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.