Wealthquest Employee Directory

Wealthquest corporate office is located in 50 E Business Way Ste 120, Cincinnati, Ohio, 45241, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Marketing

Legal

Wealthquest CEO

Wade DanielChief Executive Officer

Phone

See Profile

Key Employees of Wealthquest

PH
Patrick Hayes
Chief Compliance Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Wealthquest Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Wealthquest

Hundreds of professionals searching for Wealthquest have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

Wade Daniel
Email Direct
Chief Executive Officer
United States , Ohio , Cincinnati

KO
Kory Orellana
Email Direct
Manager, Operations
United States , Ohio , Cincinnati

EB
Elizabeth Buhr
Email Direct
Director, Client Services
United States , Ohio , Cincinnati

MH
Megan Hammann
Email Direct
Director, Financial Planning
United States , Ohio , Cincinnati

PH
Patrick Hayes
Email Direct
Chief Compliance Officer
United States , Ohio , Cincinnati

JS
Joy Shehane
Email Direct
Wealth Administrator & Event Coordinator
United States , Ohio , Cincinnati

EL
Emily Lay
Email Direct
Receptionist
United States , Ohio , Cincinnati

ML
Michael Loewe
Email Direct
Wealth Management Advisor
United States , Ohio , Cincinnati

JO
James Oliger
Email Direct
Senior Fund Analyst
United States , Ohio , Cincinnati

SS
Shelly Spiller
Email Direct
Office Manager
United States , Ohio , Cincinnati

RF
Ryan Foley
Email Direct
Senior Wealth Coordinator
United States , Ohio , Cincinnati

KL
Katie Loewe
Email Direct
Financial Planning Intern
United States , Ohio , Cincinnati

JH
Jason Hass
Email Direct
Senior Tax Advisor
United States , Ohio , Cincinnati

TK
Trishna Keiser
Email Direct
Senior Tax Advisor
United States , Ohio , Cincinnati

LN
Luke Nordman
Email Direct
Associate Wealth Advisor
United States , Ohio , Cincinnati

DC
Debby Cook
Email Direct
Wealth Administrator
United States , Ohio , Cincinnati

RR
Robert Reichwein
Email Direct
Associate Wealth Advisor
United States , Ohio , Cincinnati

CM
Courtney Murnen
Email Direct
Tax Advisor
United States , Ohio , Cincinnati

LL
Luke Leong
Email Direct
Director, Investments
United States , Ohio , Cincinnati

BM
Beth Morris
Email Direct
Senior Wealth Coordinator
United States , Ohio , Cincinnati

AO
Amanda Ohe
Email Direct
Wealth Coordinator
United States , Ohio , Cincinnati

MR
Michael Riney
Email Direct
Wealth Management Advisor
United States , Ohio , Cincinnati

JR
John Ristau
Email Direct
Tax Advisor
United States , Ohio , Cincinnati

BB
Brandon Butcher
Email Direct
Director, Tax Planning
United States , Ohio , Cincinnati

JN
Jill Northcutt
Email Direct
Senior Client Operations Specialist
United States , Ohio , Cincinnati

123

Former Employees at Wealthquest

Explore people who held key positions, contributed to Wealthquest's success, and advanced their careers.

Sean Rengering

Financial Associate & ... at Wealth Enhancement

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Jeffrey Hess

Advanced Insurance Pla... at Benchmark Wealth Manag...

Worked as Insurance Planning Advisor

at Wealthquest (2017-2019)

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Caleb Daniel

Spiritual Director at Back2Back Ministries

Worked as Wealth Management Intern

at Wealthquest (2018-2019)

Direct

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Senior Financial Analy... at Leaf Home

Worked as Tax Intern

at Wealthquest (2021-2021)

Direct

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Financial Advisor at Ameriprise Financial

Worked as Private Wealth Management Intern

at Wealthquest (2020-2020)

Direct

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Managing Director, Wea... at Benchmark Wealth

Worked as Wealth Management Advisor

at Wealthquest (2016-2018)

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Frequently Asked Questions Regarding Wealthquest Employees

How many employees does Wealthquest have?

Wealthquest has 11-50 employees

Who is the CEO of Wealthquest?

Wealthquest’s CEO is Wade Daniel

Who are Wealthquest key employees?

Some of Wealthquest key employees are Patrick Hayes

Where is Wealthquest located?

Wealthquest’s headquarters are located at 50 E Business Way Ste 120, Cincinnati, Ohio, 45241, United States

How do I contact Wealthquest?

Wealthquest Contact Info: Phone number: (513) 530-9700 Website: www.wqcorp.com

What does Wealthquest do?

Wealthquest is a Cincinnati-based wealth management firm that offers integrated planning, investment, and tax services tailored to the financial goals of individuals, families, business owners, and corporate executives. The firm emphasizes a coordinated approach to wealth management, providing all services under one roof for a simple fee. Wealthque... Read More

Is Wealthquest a public company?

Wealthquest is private company therefore does not currently have an official ticker symbol

See more information about Wealthquest Employees