Senior Associate, Wealth Management
Courtney is responsible for setting up new client accounts as well as ongoing account administration, including tracking capital flows and quarterly report processing. She also serves as a client administrator […]
Co-Founder
Rob has provided investment and wealth management guidance to clients since 1983. Rob, Ron Eubel and Mark Brady formed EBS in 1993 after working together at a local Dayton firm. […]
Wealth Management Assistant
Halie supports members of the professional and administrative staff within the Wealth Management Group. She is responsible for performing supportive tasks and assisting with projects throughout the organization. Prior to […]
Assistant Client Associate
Sophie plays a key role in supporting members of the Wealth Management Group and ensuring a warm welcome for all visitors to the firm. Her responsibilities include processing incoming statements […]
