James Budros

Founder

James Budros, CFP®

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 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 and the Kidd Family Foundation.  He is a former chair and board member of the Columbus School for Girls, a former co-chair of the Professional Council of The Columbus Foundation, and a former board member of Slow Food Columbus.  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, a MBA from Texas Christian University, and a MS degree in Financial Services 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.

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of this website.

Peggy Ruhlin

Chair of the Board

Peggy Ruhlin, CPA/PFS, CFP®

Chair of the Board

Peggy Ruhlin is the Chair of the Board of Directors of Budros, Ruhlin & Roe.  She was formerly its Chief Executive Officer from 2000 to 2019.  Peggy has been recognized as one of America’s most distinguished women in wealth management: recipient of the 2017 Alexandra Armstrong Award for lifetime achievement, named one of the “20 Most Influential Women to Watch in 2016” by Investment News, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014.

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 at the end of 2016. She is a trustee emerita of Otterbein University, having previously served as a trustee (2001-2014), vice-chair of the Board of Trustees, and chair of the Investment Committee. For eight years, she was a trustee of the Washington, D.C.-based Foundation for Financial Planning.

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

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 featuring America’s top financial planners. She was Financial Planning magazine 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 voracious reader and her home library contains over 1,000 books.

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of this website.

Daniel Roe

Chief Investment Officer/Co-CEO

Daniel Roe, CFP®

Chief Investment Officer/Co-CEO

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 in 2018 and 2019.

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.

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of this website.

John Schuman

Chief Planning Officer/Co-CEO

John Schuman, JD, CFP®CPA (inactive)

Chief Planning Officer/Co-CEO

John Schuman is the Chief Planning Officer and Co-CEO 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.

Scott Rister

President

Scott Rister

President

Scott Rister is the President of Budros Ruhlin & Roe and joined the firm in February 2019 after spending almost 20 years with Charles Schwab & Co., Inc.  Scott served in multiple leadership roles during his Schwab career, including the position that he held for the previous six years as General Manager for one of Schwab’s subsidiary businesses.  In addition, Scott has vast knowledge of the Independent Wealth Management industry, which he acquired over ten years as a sales and relationship management leader in Schwab’s Advisor Services division.  Scott began his professional career as a CPA in Ohio working for Ernst & Young, LLP, and held accounting and finance positions with Newell Rubbermaid and Range Resources prior to joining Charles Schwab.

Scott graduated Magna Cum Laude from the University of Akron with a Bachelor of Science in Accounting.  He also completed the Advanced Management Program-Intensive at the Kellogg School of Management and is a graduate of the Securities Industry Institute, sponsored by SIFMA and The Wharton School.  In his previous role at Schwab, Scott held his securities 7, 63 and 24 licenses.

Scott is passionate about giving back to the community.  He is serving on the Business First Leadership Trust and actively learning about Columbus organizations. He was the national co-chair of the Military Veteran’s Network at Schwab for five years, Council President for the Boys & Girls Club of Naperville and a member of the Board of Directors for the Chicago Boys & Girls Club.

Although now empty nesters, Scott and his wife, Melissa, are the proud parents of four daughters (Jaimee, Nicole, Lauren and Faith) and one son-in-law (Brandon); as well as grandparents to Evelyn and Lennon.  Now that they have returned to their home state of Ohio, they are hopeful that their kids will one day do the same.

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, 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 Chicago, while Trevor attends and plays hockey for Babson College.

Aaron Armstrong

Senior Wealth Manager

Aaron Armstrong, CFA, CFP®

Senior Wealth Manager

Aaron

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, 2016, 2017, 2018, and 2019.

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.

 

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of this website.

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 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).

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.

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 with over 24 years of experience in the financial services industry.

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

He has been named a Five Star Wealth Manager* annually since 2014.

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 previously served on the Board of Directors for the Central Ohio chapter of the Financial Planning Association and the Alumni Board for Berea College.

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of this website.

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, 2016, 2017, 2018, 2019.

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 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.

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of this website.

Dylan Gaver, CFP®

Dylan Gaver, CFP®

Wealth Manager

614-481-6900 dylan.gaver@b-r-r.com

Dylan is a Wealth Manager with Budros, Ruhlin & Roe. He has extensive experience in assisting clients with complex personal financial planning topics, including retirement planning, risk management, estate planning and portfolio management.

He has enjoyed more than 15 successful years in the financial services industry and joined Budros, Ruhlin & Roe in 2019.   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).  In previous roles, Dylan held his securities 7, 63 and 66 licenses.

Dylan holds a Bachelor of Science in Marketing from Northern Kentucky University, a Master of Science in Family Financial Planning from Oklahoma State University and MBA from the University of Notre Dame.

He currently resides in Dublin with his wife, Natalie, and their four daughters. Dylan and Natalie are very involved in their children’s activities, their church and the community.

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.

Kent Keister, IACCP®

Kent Keister, IACCP®

Director of Compliance

614-481-6900 kent.keister@b-r-r.com

Kent Keister is the Director of Compliance for Budros, Ruhlin & Roe, responsible for SEC compliance and other regulatory matters. Kent has over 14 years of regulatory compliance experience including roles in compliance management, oversight, supervision, and branch examinations. Prior to joining Budros, Ruhlin, & Roe as a Compliance Officer in 2018, Kent was a Principal Branch Examiner with LPL Financial, an Operations & Controls Manager with Prudential Financial, and an Account Maintenance Principal for Chase Investment Services.

Kent graduated Summa Cum Laude from Baker College of Michigan with a Bachelor of Science in Business Administration. He currently holds the Investment Advisor Certified Compliance Professional (IACCP) designation, and previously held the FINRA Series 6, 7, 24, 51, & 66 licenses. He is a member of the National Society of Compliance Professionals (NSCP) and the Central Ohio Compliance Association (COCA).

Kent grew up and currently resides in Worthington with his family.

SCOTT KIDWELL, CFP®, RICP®

SCOTT KIDWELL, CFP®, RICP®

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®

Senior 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 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 was named a Five Star Wealth Manager* in 2015, 2016, 2017, 2018, and 2019.

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

 

 

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of this website.

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, 2016, 2017, 2018, 2019.

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.

*for more information regarding Awards & Recognition, please see the Awards & Recognition page of this website.

Tracie Patten

Tracie Patten

Senior Director - Marketing, Communications & Brand

(614) 481-6900 tracie.patten@b-r-r.com

Tracie joined Budros, Ruhlin & Roe as a Senior Director – Marketing, Communications & Brand in 2019.  In this role, she is responsible for defining the brand strategy and positioning, executing all aspects of marketing, advertising, public relations, event management and leader development.  Prior to joining the firm, she held leadership positions with Nationwide, Rockbridge, American Diabetes Association – Nevada, Aspire Dermatology and Techneglas.  Tracie started her career with ad agency HMS Partners after obtaining her Bachelor of Arts degree in Journalism (advertising major and public relations minor) at The Ohio State University.

Tracie invests time in the community addressing women’s issues, serving on the Board of Out of Darkness Columbus, an anti-human trafficking organization offering emergency, short term refuge for victims in Central Ohio.  She is also a motivational speaker, presenting hope through hardship messages in women’s conferences around the country.

Tracie lives in Dublin, raising her two daughters with an encouraging and optimistic style.  She stays busy with their activities and enjoys running, cooking, writing, speaking and cheering proudly for the Buckeyes.

Jamie Rizer, CFP®

Jamie Rizer, CFP®

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 Research and Retirement Plan Services

614-481-6900 eric.shisler@b-r-r.com

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®, CEPA

Isaiah Stidham, CPA, CFP®, CEPA

Senior Wealth Manager

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

Isaiah 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.

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.

Matt Ullmer

Matt Ullmer

Portfolio Advisor

(614) 481-6900 matthew.ullmer@b-r-r.com

Matt joined Budros, Ruhlin, & Roe in 2013 and is a Portfolio Advisor.  In this role, he oversees all aspects of investments for client portfolios. Prior to joining BRR, Matt worked at Nationwide and J.P. Morgan, working in retirement planning and asset management.  He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

He received his Bachelor of Science degree in Family Resource Management from The Ohio State University, with a minor in economics. While at Ohio State, Matt served as a team manager for the men’s basketball team.

Matt grew up in Centerville, Ohio and currently resides in Upper Arlington with his wife and two daughters.

Hannah Walls, CRPS®

Hannah Walls, CRPS®

Retirement Plans Specialist

(614) 481-6900 hannah.walls@b-r-r.com

Hannah Walls joined Budros, Ruhlin & Roe as a Retirement Plan Services Specialist in 2019.  She is involved with all aspects of the firm’s retirement plans including plan design, implementation, participant education and ongoing administration. Hannah is primarily focused on the client experience for plan sponsors and participants.  She enjoys helping business owners feel the rewarding effect of encouraging employees to save toward their retirement.

Hannah is currently serving as the Women’s Initiative chairman, designing and executing development and relationship-building events for BRR’s female associates.

Prior to her current role, Hannah worked at JP Morgan Asset Management as an internal client advisor, where she helped financial advisors build their retirement businesses.   She received her B.S. in Economics from Ohio Wesleyan University and holds a Chartered Retirement Plans Specialist (CRPS®) designation.

Hannah lives in downtown Columbus and takes advantage of all the growing urban area has to offer. In her free time, she likes to bake, workout and play the violin.

Kevin Wuebker, CFP®

Kevin Wuebker, CFP®

Senior 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.