Budros, Ruhlin & Roe, Inc.

Description

Address: 1801 Watermark Dr # 300, Columbus, OH 43215 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (614) 481-6900: Hours: : : : Category: Place name: : Website: : Website: http://www.b-r-r.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Budros, Ruhlin & Roe, Inc. Posting publicly on the Web Write a review Reviews 2 Google reviews

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Budros, Ruhlin & Roe, Inc. Employees

Employee
Years
Job
Industry
Garrett Cravener Garrett Cravener Marysville, Ohio Details
Garrett Cravener's Budros, Ruhlin & Roe, Inc. Experience 2004 - 2005
Job Assistant Counsel at Honda North America, Inc.
Industry Law Practice
Experience
Honda North America, Inc.   February 2014 - Present
Eastman & Smith Ltd.   August 2008 - February 2014
Eastman & Smith Ltd.   June 2007 - August 2007
Budros, Ruhlin & Roe, Inc.   2004 - 2005

Skills
Workers Compensation, Civil Litigation, Health Care Reform, Labor and Employment, Employee Benefits, Courts, Litigation, Employment Law, Legal Research, Affordable Care Act, Arbitration, Legal Writing, Legal Issues

Education
The Ohio State University Moritz College of Law   2005 — 2008
Juris Doctor, Law

The Ohio State University   2001 — 2005
B.S., Family Resource Management, Economics

John E. Roessler, CFP®, CPA John E. Roessler, CFP®, CPA Satellite Beach, Florida Details
John E. Roessler, CFP®, CPA's Budros, Ruhlin & Roe, Inc. Experience May 1997 - July 2014
Job FirstWave Financial
Industry Financial Services
Experience
FirstWave Financial   September 2015 - Present
BKD Wealth Advisors  August 2014 - July 2015
Budros, Ruhlin & Roe, Inc.   May 1997 - July 2014
RJ Peck and Associates, Inc.   October 1994 - May 1997
AgriCommunicators, Inc.   February 1993 - October 1994

Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Planning, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Financial Planners, Investments, Tax, Retirement, Financial Advisory, Asset Allocation, Risk Management, Mutual Funds, Investment Management

Education
University of Michigan
BA, History

Culver Military Academy

Caleb Howard Caleb Howard Columbus, Ohio Details
Caleb Howard's Budros, Ruhlin & Roe, Inc. Experience January 2013 - Present
Job Systems Data Analyst at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   January 2013 - Present
Syrus Restaurant Information Services  November 2010 - January 2012
Safelite AutoGlass  May 2011 - December 2011

Skills
Data Management, Data Analysis, SQL, Microsoft Excel, T-SQL, Microsoft SQL Server, Data Mining, Laserfiche, Workflow Applications, Workflow Management..., Data Integration, Databases, Database Design, Financial Reporting, CRM, Junxure, Project Management, Network Administration, System Integration..., Web Application Design, Information Technology, Windows Server, Business Analysis, Account Management, Customer Service, Customer Retention

Education
The Ohio State University   2004 — 2009
Bachelor of Arts (B.A.), Art History, Criticism and Conservation

Joshua Iles Joshua Iles New Albany, Ohio Details
Joshua Iles's Budros, Ruhlin & Roe, Inc. Experience October 2008 - March 2015
Job System Administrator at Telhio Credit Union
Industry Financial Services
Experience
Telhio Credit Union  September 2015 - Present
Bookstores.com   March 2015 - August 2015
Budros, Ruhlin & Roe, Inc.   October 2008 - March 2015

Skills
Windows Server, Windows 7, VMware vSphere, VMware vCenter, VMware View, Laserfiche, Junxure, SharePoint, Microsoft Exchange, RSA SecurID, MaaS360, Cisco Meraki, Microsoft SQL Server, IBM Servers, Veeam, Barracuda Spam Firewall, Barracuda Web Filter, Barracuda NG Firewall, HP Procurve, EMC SAN Administration, File Convert

Education
Columbus State Community College
Associate's Degree, Information Technology

Kyle Lavelle Kyle Lavelle Avon, Ohio Details
Kyle Lavelle's Budros, Ruhlin & Roe, Inc. Experience May 2015 - August 2015
Job Student
Industry Accounting
Experience
OU Central Foods   September 2014 - Present
Giant Eagle  July 2011 - Present
Budros, Ruhlin & Roe, Inc.   May 2015 - August 2015

Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Critical Thinking, Leadership

Education
Ohio University   2012 — 2016
Accounting and Business Law, Senior

LaVon Christian LaVon Christian Columbus, Ohio Area Details
LaVon Christian's Budros, Ruhlin & Roe, Inc. Experience September 2012 - June 2013
Job Business Strategy & Development Analyst at American Showa, Inc.
Industry Automotive
Experience
American Showa, Inc.   April 2014 - Present
American Showa  August 2013 - March 2014
Budros, Ruhlin & Roe, Inc.   September 2012 - June 2013
Budros, Ruhlin & Roe, Inc.   September 2010 - September 2011
The Law Offices of Weiss & Field   June 2009 - September 2009

Skills
Estate Planning, Legal Writing, Legal Research, Westlaw, Microsoft Office, Customer Service, Public Speaking, Non-profits, Research, Market Analysis, Cost Planning, Financial Analysis, Product Development, Benchmarking, Budgeting, Budget Management, Business Planning, Project Planning, Strategic Planning, Business Strategy, Business Development, Microsoft Project, Data Analysis, Competitive Analysis, Portfolio Management, Sales, Microsoft Excel, Nonprofits, PowerPoint

Education
The Ohio State University - The Max M. Fisher College of Business   2007 — 2011
Bachelor of Science in Business Adminstration, Finance and Financial Management Services

Jarod Van Winkle Jarod Van Winkle Columbus, Ohio Area Details
Jarod Van Winkle's Budros, Ruhlin & Roe, Inc. Experience June 2006 - August 2007
Job Sr Credit AnalystLoan Review Manager Benchmark Bank
Industry Banking
Experience
Benchmark Bank, Ohio  July 2014 - Present
Fahey Bank   October 2013 - July 2014
Fahey Bank   November 2012 - July 2014
Fahey Bank   May 2009 - November 2012
Van Winkle Builders   August 2007 - April 2009
Budros, Ruhlin & Roe, Inc.   June 2006 - August 2007
The Fahey Banking Company  May 2005 - August 2005

Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Credit Risk, Commercial Banking, Commercial Lending, Risk Management, Financial Risk, Loan Origination, Management, Financial Services, Project Management, Real Estate, Underwriting

Education
Miami University   2002 — 2006
BS in Business, Finance

Brian T. Sutliff MS, CFP, ChFC, CDFA Brian T. Sutliff MS, CFP, ChFC, CDFA Columbus, Ohio Area Details
Brian T. Sutliff MS, CFP, ChFC, CDFA's Budros, Ruhlin & Roe, Inc. Experience December 1992 - July 1996
Job Partner, Owner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
The Ohio State University  September 2009 - Present
Summit Financial Strategies, Inc.   December 2004 - Present
Sutliff Financial Planning, Inc.   September 1999 - December 2004
Summit Financial Strategies, Inc.   June 1997 - September 1999
Townsend Asset Management   July 1996 - June 1997
Budros, Ruhlin & Roe, Inc.   December 1992 - July 1996

Skills
Retirement Planning, Estate Planning, Personal Tax Planning, Investment Planning, College Education..., Wrongful Death, Certified Divorce..., Certified Financial..., Cash Flow, College Teaching

Education
College for Financial Planning   2000 — 2004
MS, Financial Planning

The Ohio State University   1990 — 1992
BS, Financial Planning

Mintai Wang Mintai Wang Greater New York City Area Details
Mintai Wang's Budros, Ruhlin & Roe, Inc. Experience September 2011 - June 2012
Job Associate at Indus Capital
Industry Investment Management
Experience
Indus Capital  June 2014 - Present
FactSet  July 2012 - June 2014
g.Maarifa   June 2012 - July 2012
Budros, Ruhlin & Roe, Inc.   September 2011 - June 2012
Fisher College of Business  October 2011 - May 2012
FactSet Research Systems  June 2011 - August 2011
White & Fish, LPA, Inc.   July 2008 - June 2011
State of Ohio  April 2010 - December 2010

Skills
Java, C++, Matlab, Financial Analysis, Microsoft Excel, Financial Modeling, Research, Analysis, Microsoft Office, PowerPoint, Data Analysis, Economics, Finance, Fixed Income, Bloomberg, Leadership, Equities, Portfolio Management

Education
The Ohio State University   2008 — 2012
Bachelor of Science in Mathematics, Financial Mathematics

The Ohio State University - The Max M. Fisher College of Business   2008 — 2012
Bachelor of Science in Business Administration with Honors, Finance

Upper Arlington High School   2004 — 2008

Sonia Brinkman Sonia Brinkman Columbus, Ohio Details
Sonia Brinkman's Budros, Ruhlin & Roe, Inc. Experience March 2008 - Present
Job Associate Portfolio Advisor at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   March 2008 - Present
New England Financial  June 2007 - September 2007

Education
Ohio University   2011 — 2012
Master's degree, Master of Financial Economics

The Ohio State University - The Max M. Fisher College of Business   2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Insurance & Risk Management

Kyle McNamara Kyle McNamara Columbus, Ohio Area Details
Kyle McNamara's Budros, Ruhlin & Roe, Inc. Experience August 2014 - Present
Job Portfolio Management Administrator at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   August 2014 - Present
Budros, Ruhlin & Roe, Inc.   January 2014 - August 2014
Vox Mobile  May 2013 - August 2013
National Association of College Stores  June 2012 - August 2012

Education
The Ohio State University   2010 — 2013
Bachelor's Degree, Finance (Investment Management)

Ben Rigdon Ben Rigdon Columbus, Ohio Details
Ben Rigdon's Budros, Ruhlin & Roe, Inc. Experience August 2015 - Present
Job Financial Planning Intern at Budros, Ruhlin & Roe, Inc.
Industry
Experience
Budros, Ruhlin & Roe, Inc.   August 2015 - Present
Scarlet & Grey Financial   January 2014 - Present
Eaton  May 2015 - August 2015
Value City Arena at the Jerome Schottenstein Center  August 2013 - January 2015
Camp Luther  June 2013 - August 2013

Skills
Budgets, Teamwork, Public Speaking, Coaching, Finance, Strategic Planning, Leadership, Team Building, Management, Time Management, Training, Sarbanes-Oxley Act, Internal Controls, Internal Compliance, Internal Audit, International Accounting

Education
The Ohio State University - The Max M. Fisher College of Business   2013 — 2017
BSBA, Finance

Lebanon High   2009 — 2013

Kyle C. Jennison Kyle C. Jennison Pittsburgh, Pennsylvania Details
Kyle C. Jennison's Budros, Ruhlin & Roe, Inc. Experience September 2009 - July 2011
Job Analyst at Allegheny County Department of Human Services
Industry Public Policy
Experience
Allegheny County Department of Human Services  July 2013 - Present
U.S. Census Bureau   June 2012 - August 2012
Budros, Ruhlin & Roe, Inc.   September 2009 - July 2011
Budros, Ruhlin & Roe, Inc.   May 2008 - August 2008
Case Western Reserve University  January 2008 - May 2008
Columbus Blue Jackets  May 2007 - August 2007

Skills
Data Analysis, SAS, Microsoft Office, Research, SPSS, Analysis, Microsoft Office Suite, Statistics, Policy Analysis, Program Evaluation, Microsoft Excel, Financial Analysis, Project Management, Econometrics, Tableau, ArcGIS, SQL

Education
Carnegie Mellon University   2011 — 2013
Master of Science, Public Policy and Management (MSPPM)

Case Western Reserve University   2005 — 2009
Bachelor of Science, Management (Concentration in Marketing)

Isaiah Stidham, CFP®, CPA Isaiah Stidham, CFP®, CPA Columbus, Ohio Area Details
Isaiah Stidham, CFP®, CPA's Budros, Ruhlin & Roe, Inc. Experience April 2012 - Present
Job Associate Wealth Manager at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   April 2012 - Present
Norman, Jones, Enlow & Co.   December 2010 - April 2012
Deloitte, Private Client Advisory   August 2006 - November 2010
Columbus Investment Advisory   May 2005 - June 2006

Skills
Tax, Estate Planning, High Net Worth..., Trusts, Manufacturing, Restaurants, Construction, Financial Planning

Education
The Ohio State University - The Max M. Fisher College of Business   2005 — 2006
Master of Accounting, Accounting

Otterbein University   2002 — 2005
Bachelor of Science, Accounting

John Schuman John Schuman Columbus, Ohio Area Details
John Schuman's Budros, Ruhlin & Roe, Inc. Experience June 2001 - Present
Job Shareholder at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   June 2001 - Present
Deloitte & Touche  November 1999 - June 2001
Squire, Sanders & Dempsey L.L.P.   June 1996 - November 1999
Hahn Loeser & Parks LLP  1993 - 1996

Skills
Finance, Financial Planners, Corporate Finance, Asset Allocation, Investment Management, Analysis, Strategic Planning, Executive Management, Project Management, CPA, Microsoft Excel, Team Leadership

Education
Capital University Law School   1990 — 1993
Doctor of Law (JD)

The Ohio State University   1985 — 1989
BS, Accounting

Brian Jack Brian Jack Columbus, Ohio Area Details
Brian Jack's Budros, Ruhlin & Roe, Inc. Experience 2000 - Present
Job
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   2000 - Present
American Dairy Brands  2000 - 2000
The Ohio State University Athletic Department  1996 - 1999

Education
The Ohio State University - The Max M. Fisher College of Business   1995 — 1999
Bachelor of Science, Finance

Brooke High School   1991 — 1995

Justin Reckers, CFP®, CDFA™ Justin Reckers, CFP®, CDFA™ Greater San Diego Area Details
Justin Reckers, CFP®, CDFA™'s Budros, Ruhlin & Roe, Inc. Experience 2003 - 2003
Job Managing Partner at Source Financial Advisors, Managing Director at WellSpring Divorce Advisors
Industry Financial Services
Experience
WellSpring Divorce Advisors   March 2015 - Present
WellSpring Divorce Advisors   January 2013 - Present
Source Financial Advisors   March 2015 - Present
Applied Behavioral Finances   August 2009 - March 2015
Girard Securities, Inc   March 2007 - March 2015
Pacific Wealth Management   May 2004 - March 2015
Pacific Divorce Management   March 2004 - March 2015
Budros, Ruhlin & Roe, Inc.   2003 - 2003

Skills
Wealth Management, Financial Advisory, Wealth, Financial Planners, Investments, Mediation, Strategic Financial..., Wealth Management..., Securities, Asset Management, Retirement Planning, Dispute Resolution, Alternative Dispute..., Estate Planning, Personal Finance, Collaborative Law, Financial Planning, Investment Advisory, High Net Worth..., Retirement, Investment Strategies, Conflict Resolution, Asset Allocation, Mutual Funds, Certified Financial..., Pensions, Alternative Investments, Portfolio Management, Collaborative Practice, Wealth Accumulation, Divorce, Insurance, Certified Divorce..., Collaborative Problem..., Succession Planning, Cash Flow, Saving for Education, Behavioral Finance, Restricted Stock, Financial Advice, Retirement Income..., Insurance Planning, Wealth Transfer, Charitable Giving, Private Wealth..., Divorce and Taxation, Divorce Financial..., Stock Options, Executive Compensation, Collaborative Divorce

Education
The Ohio State University   1999 — 2003
Bachelor, Family Financial Management

Emily Zeller Emily Zeller Columbus, Ohio Details
Emily Zeller's Budros, Ruhlin & Roe, Inc. Experience June 2012 - Present
Job Wealth Management Administrator at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   June 2012 - Present
The Ohio State University  September 2010 - May 2013
Budros, Ruhlin & Roe, Inc.   June 2012 - April 2013

Skills
Microsoft Excel, Junxure, Microsoft Word, PowerPoint, Laserfiche, Access, Outlook, PortfolioCenter, iRebal, Customer Service, Time Management, Teamwork, Interviews, Leadership, Microsoft Office, Financial Planning, Wealth Management, Retirement Planning, Investments, Public Speaking

Education
The Ohio State University   2009 — 2013
Bachelor's degree, Consumer and Family Financial Services

Jessica L. Lanzillotta Jessica L. Lanzillotta Lewis Center, Ohio Details
Jessica L. Lanzillotta's Budros, Ruhlin & Roe, Inc. Experience September 2014 - October 2014
Job Administrative Assistant
Industry Hospital & Health Care
Experience
Dawson Careers  February 2014 - Present
Budros, Ruhlin & Roe, Inc.   September 2014 - October 2014
Discover Financial Services  August 2014 - September 2014
The Garden City Group, Inc.   July 2014 - August 2014
DSW, Inc., Shoephoria!   March 2014 - April 2014
Riverwatch Tower Condominium Association   March 2014 - April 2014
Research Design Group   February 2014 - April 2014
Heinzerling Law Office   February 2014 - April 2014
Mount Carmel Health System  January 2007 - September 2013
Amigo Family Counseling, LLC   November 2012 - July 2013

Skills
Communication, Assessed, Social Listening, Helping Clients, Console, Customer Support, Entertainment, Employee Training, Teamwork, Social Services, Investigation, Information Gathering, Resolving Issues, Process Improvement, Process Simplification, Work Simplification, Community Participation, Participant Observation, Volunteering, Organization Skills, Computer Proficiency, Data Collection, Data Entry, Registration, Insurance Verification, Financial Services, Cash Handling, Handle Confidential..., Medical Records, General Correspondence, Revisions, Editing, Online Research, Filing, Cash Register, Administrative...

Education
Marion Technical College   1980 — 1983
Associate of Applied Business, General Office Occupations and Clerical Services

Marion Technical College   1980 — 1983
Associate's degree, Business Administration and Management, General

Jennifer Toth Jennifer Toth Columbus, Ohio Details
Jennifer Toth's Budros, Ruhlin & Roe, Inc. Experience July 2010 - Present
Job Portfolio Administrator/Trader at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   July 2010 - Present
JFS Wealth Advisors  April 2008 - May 2010

Education
Boardman High School

The Ohio State University - The Max M. Fisher College of Business
Bachelor of Business Administration (BBA), Finance, cum laude

Karen Thompson, SPHR Karen Thompson, SPHR Columbus, Ohio Area Details
Karen Thompson, SPHR's Budros, Ruhlin & Roe, Inc. Experience October 2014 - Present
Job Director of Human Resources at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   October 2014 - Present
Ernie Green Industries  January 2006 - October 2014
Mills Pride  2005 - 2006
Circle Plastics   2003 - 2005
TNC, Inc.   2000 - 2002
Western & Southern Life  1999 - 2000
Basell Polyolefins  1987 - 1998

Skills
Recruiting, Employee Relations, Leadership, Onboarding, Process Improvement, Management, Employee Benefits, Deferred Compensation, Continuous Improvement, Temporary Placement, Training, HRIS, Manufacturing, Lean Manufacturing, Conflict Resolution, Strategy, Talent Acquisition, Benefits Administration, Performance Management, Workforce Planning, Talent Management, Coaching, Succession Planning, Applicant Tracking..., HR Policies, Operations Management, Payroll, Labor Relations, Policy, Benefits Design, Workers Compensation, Compensation & Benefit, Union Avoidance, Employee Training, Organizational..., New Hire Orientations, Project Management, Employment Law..., FMLA, College Recruiting, Employee Wellness, M&A experience, Performance Metrics, Strategic Policy...

Education
Franklin University   2004 — 2006
MBA, Focus on Strategic Human Resources Concepts

Franklin University
BS, Human Resources Management

Franklin University
BS, Business Administration

Adam Narwicz Adam Narwicz New York, New York Details
Adam Narwicz's Budros, Ruhlin & Roe, Inc. Experience May 2013 - August 2013
Job Analyst at Citi
Industry Capital Markets
Experience
Citi  June 2015 - Present
GE Capital  June 2014 - Present
Budros, Ruhlin & Roe, Inc.   May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office

Education
Gettysburg College   2011 — 2015
Bachelor of Arts (B.A.), Economics

Daniel Due Daniel Due Columbus, Ohio Details
Daniel Due's Budros, Ruhlin & Roe, Inc. Experience August 2002 - Present
Job Senior Wealth Manager at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   August 2002 - Present
Sound Futures, Inc.   March 2001 - August 2002
Fidelity Investments  May 1994 - February 1998

Skills
Estate Planning, Financial Modeling, Financial Analysis, Tax, Entrepreneurship, Microsoft Excel, Retirement Planning, Investments, Wealth Management, Project Management, Portfolio Management

Education
Berea College   1989 — 1994
Bachelor of Science (BS)

Jeffrey Suchy, CFP® Jeffrey Suchy, CFP® Columbus, Ohio Details
Jeffrey Suchy, CFP®'s Budros, Ruhlin & Roe, Inc. Experience July 2011 - Present
Job Portfolio Management Specialist at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   July 2011 - Present
Budros, Ruhlin & Roe, Inc.   January 2009 - July 2011
Budros, Ruhlin & Roe, Inc.   June 2003 - January 2009
Budros, Ruhlin & Roe, Inc.   June 2002 - June 2003

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Investment Advisory, Estate Planning, Asset Management, Financial Reporting, Financial Planners, Microsoft Excel, Tax, Data Analysis, Customer Service, Entrepreneurship, Microsoft Office, Team Leadership, Project Management

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2011
Master of Business Administration (MBA)

The Ohio State University   1997 — 2002
Bachelor of Science (B.S.) Human Ecology, Family Financial Management

Eric Shisler Eric Shisler Columbus, Ohio Details
Eric Shisler's Budros, Ruhlin & Roe, Inc. Experience November 2013 - Present
Job VP Director of Research at Budros, Ruhlin & Roe, Inc.
Industry Investment Management
Experience
Budros, Ruhlin & Roe, Inc.   November 2013 - Present
Hamilton Capital Management  July 2000 - October 2013

Education
Bucknell University   1983 — 1987
Bachelor of Arts (BA), History

Michael Fee Michael Fee Columbus, Ohio Details
Michael Fee's Budros, Ruhlin & Roe, Inc. Experience September 2013 - May 2014
Job Shareholder Services Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management   March 2015 - Present
DiPerna Economic Development Advisors   August 2014 - January 2015
Budros, Ruhlin & Roe, Inc.   September 2013 - May 2014
The Ohio State University  September 2009 - May 2014
Quicken Loans  June 2013 - September 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Statistics, Social Media, Teamwork, Time Management, Social Networking

Education
The Ohio State University   2009 — 2014
Bachelor of Science (BS), Business Administration with specialization in Finance

Kevin Wuebker Kevin Wuebker Columbus, Ohio Area Details
Kevin Wuebker's Budros, Ruhlin & Roe, Inc. Experience November 2007 - Present
Job Wealth Manager at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   November 2007 - Present

Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Microsoft Excel

Education
The Ohio State University   2004 — 2008
Bachelor of Science (B.S.), Financial Planning and Services

Scott Kidwell, CFP® Scott Kidwell, CFP® Columbus, Ohio Details
Scott Kidwell, CFP®'s Budros, Ruhlin & Roe, Inc. Experience September 2014 - Present
Job Senior Wealth Manager at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   September 2014 - Present
Budros, Ruhlin & Roe, Inc.   May 2005 - Present

Skills
Certified Financial..., Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Wealth Management..., Retirement, Personal Financial..., Investment Advisory, Investments, Finance, Financial Planning, Wealth, Financial Analysis, Investment Management, Asset Allocation, Insurance, Financial Modeling, Mutual Funds

Education
The Ohio State University   1999 — 2001
Bachelor of Science (BS), Family Financial Management

Ohio Wesleyan University   1998 — 1999

Peggy Ruhlin Peggy Ruhlin Columbus, Ohio Details
Peggy Ruhlin's Budros, Ruhlin & Roe, Inc. Experience September 1987 - Present
Job C.E.O. at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   September 1987 - Present

Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Estate Planning, Asset Management, Retirement, Personal Finance, Financial Advisory, Asset Allocation, Investment Management, Investment Strategies, Financial Planners, Portfolio Management, Wealth Management..., Mutual Funds, Entrepreneurship, Financial Analysis, Financial Modeling

Education
Otterbein University   1977 — 1979
BA, Business Administration

Ohio University

Mark Kizer, CFP Mark Kizer, CFP Paradise Valley, Arizona Details
Mark Kizer, CFP's Budros, Ruhlin & Roe, Inc. Experience February 1998 - February 2001
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  September 2012 - Present
Charles Schwab & Co. Inc.   October 2006 - September 2012
AIG SunAmerica  January 2006 - October 2006
Midwood Investments   July 2005 - December 2005
Fifth Third Bank  June 2001 - July 2005
BISYS Fund Services  June 2001 - July 2005
Money Minds LLC   March 2001 - June 2001
Budros, Ruhlin & Roe, Inc.   February 1998 - February 2001
UPS  September 1995 - June 1998
The Jacob Company   1997 - 1998

Education
The Ohio State University   1995 — 1998
Bachelor of Science, Actuarial Science

University of Arizona   1994 — 1995
No Degree, Mathmatics

William Carey University   1992 — 1993
No Degree, Mathmatics

US Airforce   1992 — 1992
No Degree, Avionics

University of Cincinnati   1989 — 1992
No Degree, Mechanical Engineering

Edison State Community College   1988 — 1989
NO Degree, Auto CAD/Engineering Design

The Ohio State University   1987 — 1989
No Degree, Physics / Philosophy / Mechanical Engineering

Sidney High School   1984 — 1987

Shawn Ballinger, CFP® Shawn Ballinger, CFP® Columbus, Ohio Area Details
Shawn Ballinger, CFP®'s Budros, Ruhlin & Roe, Inc. Experience September 2012 - Present
Job Wealth Manager
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   September 2012 - Present
Financial Planning Association of Central Ohio   January 2012 - December 2013
Waller Financial Planning Group   August 2005 - September 2012
Nationwide Financial  2004 - 2005
Nationwide Financial  2004 - 2005

Skills
Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Asset Management, Insurance Planning

Education
Franklin University   2002 — 2005
BS, Finance

Keith De Bard Keith De Bard Columbus, Ohio Area Details
Keith De Bard's Budros, Ruhlin & Roe, Inc. Experience February 2007 - August 2007
Job
Industry Financial Services
Experience
JPMorgan Chase  May 2013 - November 2013
Huntington National Bank  February 2012 - March 2013
Huntington National Bank  June 2009 - February 2012
Pacer Global Logistics, Inc.   June 2008 - May 2009
McCarthy and Cox Retirement and Estate Specialists, LLC.   August 2007 - March 2008
Budros, Ruhlin & Roe, Inc.   February 2007 - August 2007
Sprint Nextel  January 2006 - February 2007
sprint  January 2003 - January 2006

Skills
Credit Analysis, Credit, Microsoft Excel, Excel Pivot, VBA, SQL, Oracle SQL Developer, Risk Management, Credit Risk, Financial Risk, Risk Assessment, Risk Analysis, Training Delivery, Hands-on Training, Financial Reporting, UAT coordination, SDLC, Macro, Corporate Finance, Finance, Report Writing, Banking, Loans

Education
Franklin University   2008 — 2009
Bachelors, Corporate Finance

The Ohio State University   2001 — 2007
Bachelors of Science, Personal Finance

Greg Grabovac Greg Grabovac Columbus, Ohio Area Details
Greg Grabovac's Budros, Ruhlin & Roe, Inc. Experience 2001 - 2001
Job Partner, WealthStone
Industry Financial Services
Experience
WealthStone   October 2012 - Present
Team Fishel  2001 - 2012
Budros, Ruhlin & Roe, Inc.   2001 - 2001
Kegler Brown Hill & Ritter  1994 - 2000
KPMG  1989 - 1991

Skills
Mergers, Business Planning, Investment Management, Investment Banking, Business Strategy, Wealth Management, Strategic Planning, Negotiation, Due Diligence, Strategic Financial..., Team Building, Contract Negotiation, Contract Negotiations

Education
The Ohio State University Moritz College of Law   1991 — 1994
Doctor of Law (J.D.)

The Ohio State University   1985 — 1989
Bachelor of Science in Business Administration, Accounting

Upper Arlington High School

Paul Scroggins Paul Scroggins Columbus, Ohio Area Details
Paul Scroggins's Budros, Ruhlin & Roe, Inc. Experience September 2007 - Present
Job Financial Operations Manager
Industry Financial Services
Experience
Budros, Ruhlin, & Roe Inc.   September 2007 - Present
Budros, Ruhlin & Roe, Inc.   October 2003 - September 2007
GameStop  2001 - 2002
Marshall University  1997 - 2001

Skills
Financial Reporting, Account Reconciliation, Software Implementation, Financial Analysis, Data Analysis, Analysis, Asset Management, Process Improvement, Business Analysis, Microsoft Excel, Financial Services, Customer Service, Microsoft Office, Software Documentation, Team Leadership, Accounting, CRM, Junxure, Portfolio Performance..., Data Management, Data Entry, FinTech, Laserfiche

Education
Marshall University   1995 — 2000
BA, Sports Business

Samantha Macchia Samantha Macchia Columbus, Ohio Area Details
Samantha Macchia's Budros, Ruhlin & Roe, Inc. Experience January 1992 - June 1996
Job Financial Planner and Advisor, CFP(r), COO, CCO Partner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
Summit Financial Strategies, Inc.   July 1996 - Present
Budros, Ruhlin & Roe, Inc.   January 1992 - June 1996

Skills
Wealth Management, Strategic Financial..., Retirement, Financial Advisory, Retirement Planning, Investment Advisory, Investment Management, High Net Worth..., Finance, Estate Planning, Asset Managment, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Personal Financial..., Wealth Management..., Financial Planners, Wealth, 401k

Education
The University of Akron   1987 — 1991
BSBA, Finance

Andrew Goins Andrew Goins Greater Philadelphia Area Details
Andrew Goins's Budros, Ruhlin & Roe, Inc. Experience February 2007 - June 2010
Job Assistant Investment Manager at Brinker Capital
Industry Investment Management
Experience
Brinker Capital  July 2015 - Present
Brinker Capital  January 2013 - July 2015
Brinker Capital  June 2010 - January 2013
Budros, Ruhlin & Roe, Inc.   February 2007 - June 2010

Skills
Investments, Mutual Funds, Investment Strategies, Separately Managed..., Fund Of Funds, Investment Management, Asset Allocation, Alternative Investments, Asset Management, Due Diligence, Portfolio Management, Equities, Fixed Income

Education
The Ohio State University Fisher College of Business   2002 — 2007
BSBA, Finance & Economics

Reba Scott Bumb Reba Scott Bumb Toledo, Ohio Area Details
Reba Scott Bumb's Budros, Ruhlin & Roe, Inc. Experience March 1996 - March 1998
Job Serving Your Real Estate Needs in NW Ohio
Industry Real Estate
Experience
Northwest Real Estate Services LLC   December 2008 - Present
Fountain City Appraisals   June 2004 - Present
Stoney Ridge Realty   June 2004 - December 2008
Superior Appraisal Group   December 1999 - April 2006
Five County Appraisal Services   March 1998 - October 1999
Budros, Ruhlin & Roe, Inc.   March 1996 - March 1998
Ohio Manufactured Housing Association   November 1990 - January 1996

Skills
Short Sales, Public Speaking, Real Estate, Marketing, Appraisals, Sellers, Foreclosures, Investment Properties, REO, Relocation, Condos, Contract Negotiation, Single Family Homes, Residential Homes, First Time Home Buyers, FHA, New Home Sales, Buyer Representation, Rentals, Refinance, Commercial Real Estate, Customer Service, Management, Strategic Planning, Investors

Education
Franklin University   1991 — 2009
Marketing

Ohio Northern University   1988 — 1990
Biology

Aaron Armstrong, CFP, CFA Aaron Armstrong, CFP, CFA Columbus, Ohio Area Details
Aaron Armstrong, CFP, CFA's Budros, Ruhlin & Roe, Inc. Experience June 2001 - Present
Job Senior Wealth Manager at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   June 2001 - Present

Skills
Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Portfolio Management, Retirement, Financial Analysis, Pensions, Certified Financial..., Saving for Education, Wealth Management...

Education
Ohio University   2004 — 2006
Master of Financial Economics, Economics

The Ohio State University   1997 — 2001
BS, Financial Management

JJ Staaf JJ Staaf Erie, Pennsylvania Details
JJ Staaf's Budros, Ruhlin & Roe, Inc. Experience August 2005 - May 2007
Job PC Consultant Senior Corporate Break/Fix Northern Region at UPMC
Industry Hospital & Health Care
Experience
UPMC  January 2015 - Present
UPMC  October 2012 - Present
UPMC Hamot  December 2008 - October 2012
Budros, Ruhlin & Roe, Inc.   August 2005 - May 2007

Skills
Technical Support, Printers, Disaster Recovery, Programming, Testing, Active Directory, Healthcare Information..., Troubleshooting, Windows Server, Computer Hardware, VMware, EMR, Servers, Web JetAdmin, Hardware, Networking, Healthcare, Data Analysis, Hospitals

Education
Gannon University   2000 — 2004
Bachelor's of Science, Management Information Systems

Gannon University   2000 — 2004
Bachelor of Science (B.S.), Management Information Systems, General

Kyle Radabaugh Kyle Radabaugh Columbus, Ohio Details
Kyle Radabaugh's Budros, Ruhlin & Roe, Inc. Experience July 2015 - Present
Job Wealth Management Administrator at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc.   July 2015 - Present
The Ohio Department of Taxation  January 2014 - June 2015
Summit Financial Strategies, Inc.   August 2013 - December 2013
Fawcett Center   May 2012 - January 2013
Uniprint  December 2011 - April 2012
Mt. Vernon Country Club   June 2010 - September 2010

Skills
Personal Financial..., Customer Service, Microsoft Office, Time Management, Wealth Management, Tax Preparation

Education
The Ohio State University   2009 — 2013
Bachelor of Science (BS), Consumer and Family Financial Services

Utica High School   2005 — 2009