Senior Associate, Wealth Management
Neesha is responsible for establishing client accounts as well as ongoing account administration, including tracking capital flows and quarterly report processing. She also serves as the primary client administrator for […]
President
Matt is a principal, serves on the executive leadership team, and leads the firm’s Wealth Management Group. As part of his commitment to continuous education and improvement, Matt has earned […]
Senior Vice President, Wealth Management
Mary has worked in the investment industry since 1989. She joined EBS in 2012 after working in banking as a trust officer and investment advisor. Today, Mary is responsible for […]
Client Relations, Data Analyst
Brandon plays a key role in supporting our portfolio managers by translating complex financial data into clear, meaningful insights for our high-net-worth clients. He is actively involved in managing firm-wide […]
Senior Vice President, Wealth Management
Dawn has worked in the investment industry since joining EBS in 2006. Today, Dawn is responsible for servicing the needs of individual clients and developing new client relationships. She also […]
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 […]
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 […]
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 […]
Executive Assistant
Kayla provides administrative support to the Wealth Management leadership team. Additionally, Kayla is responsible for the dissemination of client communications, event planning and marketing supply management. Prior to joining EBS […]
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 […]
