Scott E. Lundy, CFP®
Chief Executive Officer
Since 2000, Scott has provided investment and wealth management guidance to individual and business owner clients. Scott joined the EBS team in 2003 after working for an investment firm in […]
Our People
Sara V. Mahoney
Senior Relationship Associate
Sara leads associate staff within the Wealth Management Group, where she also cultivates client relationships, establishes new accounts, and provides ongoing client service. Before joining EBS in 2012, she spent […]
Chase C. Marshall
Private Fund Analyst
Chase joined EBS in 2023 as an intern while studying finance at The Ohio State University. He supports the Private Investment team through research and analysis of existing and potential […]
Lindsey E. Murray
Private Fund Accountant
Lindsey performs accounting and operational functions for Private Fund accounting. Prior to joining EBS in 2021, she worked as a financial analyst for a local hospital group. While in […]
Chase M. Oakley, CFA®
Senior Securities Analyst
As a member of the Research Group, Chase is dedicated to equity and fixed income research. This involves evaluating potential security candidates and analyzing current portfolio holdings. Prior to joining […]
Robert A. Pace
Director, Information Technology
Rob is responsible for the company’s planning, implementation and use of technology. With many years of experience, he is also the lead developer for internal software applications. Prior to joining […]
David K. Ray
Wealth Management & Business Succession Coach
With over forty years of corporate management experience, David has successfully held multiple positions with the C-Suite prior to joining EBS in 2003. David served as Chief Operating Officer for […]
Michael D. Richley
Senior Application Developer
Mike is responsible for web and desktop application development and user interface design. He develops and supports applications for clients, EBS employees, the public website, and the corporate Intranet. Mike […]
Kimberly A. Riley, CPA
Chief Financial Officer & Treasurer
Kim is responsible for the company’s controls, financial statement reporting, audits, tax returns, and benefits administration. She started her career in public accounting and has more than 30 years of […]
Egan C. Rosell, CFP®
Vice President, Wealth Management
Egan joined EBS in 2014 while a finance student at Wright State University. Since that time, Egan has held positions of increasing responsibility in his service to clients of the […]