Mary L. Hedrick, CFP®
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 […]
Our People
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 […]
Sara V. Mahoney
Manager, Wealth Management Associates
Sara is responsible for supervising associate staff within the Wealth Management Group. In addition, Sara establishes new accounts and provides ongoing client service, including tracking capital flows and quarterly report […]
Neesha Crawford
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 […]
Courtney E. Stephenson
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 […]
Halie B. Dodds
Assistant Client Administrator
Halie supports members of the professional and administrative staff within the Wealth Management Group. In addition to greeting all visitors to the firm and ensuring that calls are handled 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 […]
Bethany M. Fox
Director of Operations
Bethany is responsible for operations, including the accuracy of our portfolio accounting and trading systems. Additionally, Bethany contributes to the trading department by implementing Research Group driven investment decisions throughout […]
Lori L. Brown
Executive Assistant
Lori provides administrative support to the Research Group. Prior to joining EBS in 2016, Lori was an interior design consultant for a local firm. Lori loves spending time with her […]
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 […]