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 […]
Chief Operating Officer
Dawn is responsible for the day-to-day business operations of EBS as well as the continual development of the firm’s culture and its team members. She is also responsible for overseeing […]
Wealth Management Executive Assistant
Sophie plays a key role in providing comprehensive administrative support to the Wealth Management Group, which includes managing schedules, coordinating communications, and managing marketing materials and supplies. Additionally, she contributes […]
