Robert J. Suttman II, CFA®
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. […]
Our People
Halie B. Thompson
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 […]
Dawn Warrick
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 […]
Keri K. Watson
Executive Assistant
Keri joined EBS in September 2025 as an Executive Assistant to the CEO, and supporting the Wealth Management and Research Groups. Keri’s responsibilities include managing schedules, travel logistics/coordination, and event […]
Sophie R. Watts
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 […]