Emily Galligan
Emily serves as the welcoming first point of contact for clients as Wealth Dimensions’ Receptionist. In her role, she enjoys building face-to-face relationships with clients while contributing to the collaborative, family-oriented culture of the office. Her role includes managing client communications, maintaining organized filing systems, running essential reports, and providing vital support to the service […]
Kayla Lucke
Kayla builds deep, personal connections with clients as a Financial Planner. She finds joy in learning about their lives and aspirations and crafting financial plans that feel more like a friendly collaboration. Her daily activities include detailed client discussions, staying abreast of changes in personal finance legislation, and researching to ensure the most accurate, effective […]
Morgain Clegg
Morgain is a Client Services Rep, contributing to the friendly and supportive environment of the firm. Her years of experience in client services and executive assistance showcase her dedication to efficiency and client satisfaction, making her a valuable addition to the Wealth Dimensions team. Prior to joining the team, she served as an Executive Assistant […]
Bethany Satchell
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Michelle Roth
Wealth Dimensions Wealth Management firm located in Cincinnati, Ohio | Cincinnati Wealth Management | Dimensions of Financial Planning | Receptionist Cincinnati
Julie Ring
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Lisa Bruewer
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Tyler Vogelpohl
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Robert Feather CFP®, ChFC®
Cincinnati Wealth Management | Wealth management for families, businesses, retirees, rising professionals, newly divorced | Top financial advisors Cincinnati Ohio
Patrick Hayes, J.D.
Cincinnati Wealth Management | CCO Chief Customer Officer | Best financial advisors Cincinnati | Wealth Dimensions Group | detailed holistic financial planning