Firm
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- - - We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
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Contact Us

Cincinnati, Ohio

Your Team in Cincinnati

Connect with an MAI Advisor in Cincinnati ›

Chris Brennan, CFP®

Senior Wealth Advisor, Managing Director

Bill Bruns

Senior Wealth Advisor & Team Leader, Managing Director

William Bruns, CFP®

Wealth Advisor, Senior Associate

Ryan Bruss

Portfolio Management Analyst, Associate

John Dovich, ChFC®, CLU®

Regional President, Senior Managing Director

Julie Eten

Senior Wealth Client Service Specialist, Associate

Neil Hantak, CFA

Senior Portfolio Manager, Managing Director

Tom Lalley, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

Carey Markoe, CFP®, CRPC™

Wealth Advisor, Senior Associate

Steven Meegan

Portfolio Management Analyst, Associate

Anne Pansing

Senior Wealth Client Service Specialist, Senior Associate

Brandon Rozanski

Wealth Specialist, Associate

Melissa Todd

Insurance Operations Team Leader, Senior Associate

Connect with MAI in Cincinnati

Cincinnati Office

625 Eden Park Dr.
Suite 310
Cincinnati, OH 45202

513.579.9400 Directions

We look forward to learning about your financial goals.