CALIFORNIA CONSUMER - Key Persons
Ben joined Journey Advisory Group in August of 2022. Ben works directly with our Chief Investment Officer and collaborates with our Investment Team to construct and monitor client portfolios while managing the day-to-day trading in client's investment portfolios. Prior to joining Journey, Ben spent over three years at U.S. Bank where he gained experience in the investment industry as a partner portfolio manager. He has also worked at Commonwealth Bank and Trust in Louisville, Kentucky.
Ben was born and raised in Louisville and attended Kentucky Country Day school. He went to Centre College, where he received a degree in Financial Economics. When he is not working, he enjoys spending time riding horses, golfing and fishing.
Job Titles:
- Senior Financial Advisor With Journey Advisory Group
Cary "Scott" Kornick is a Senior Financial Advisor with Journey Advisory Group. Scott is an experienced financial professional with a robust background in portfolio management, investment strategy, and client relations. Prior to...
Job Titles:
- Business Consultant
- Business Consultant to Journey Advisory Group
- Managing Member of Herr Investment Group
Daniel is a Business Consultant to Journey Advisory Group. Daniel's passion for investments, markets, and research has served his clients well during his twenty plus years in the profession. As both an employee of various firms and most recently as a self-employed business owner, Daniel has successfully guided clients as well as a Private Fund. He has served as a trusted advisor for affluent, high-net- worth clients, as well as ultra-high-net-worth clients including business owners and medical professionals.
Daniel is the managing member of Herr Investment Group which concluded investment advisory operations in the second half of 2024. In his role as independent consultant to Journey Advisory Group, Daniel will continue his focus on what he loves most about the profession, investment research. Daniel serves on the board of directors of a company that offers a technology driven visual analytics platform. Daniel also has extensive experience in the dairy farming industry as a contributing partner for various dairy operations.
Daniel graduated Phi Beta Kappa with general honors from Johns Hopkins University in 2004 with a Bachelor of Arts degree in Political Science and a Minor in Economics.
Daniel and his wife have four young children, all under the age of 10. He serves in a volunteer role for two charities, one as board member of a charity that focuses on childhood genetic disorders and the other as a development committee member of a primary school.
Don Keller has been a part of the Cincinnati investment community for over 40 years, bringing deep expertise in wealth management and institutional investing to Journey Advisory Group. He spent more than two decades in the Trust Investment division at U.S. Bank and later served as President and Chief Investment Officer of a local, boutique investment firm. Don finished his career as co-founder and partner of Torch Wealth Management, continuing his work with high-net-worth individuals.
Don is a native of Cincinnati and has a BBA from the University of Cincinnati with a major in Finance. His MBA is from Xavier University with a concentration in Finance. Being an active member of the community, Don has been Chair of the Board for Bayley Place, the SC Ministry Foundation, Rotary Club of Cincinnati, and the Rotary Foundation of Cincinnati. He has also been on the Board and Finance Committee for the Athenaeum of Ohio and is currently on the Board of Miami View Golf Club. He has also served on several Finance/Investment Committees over the years.
Don is married with two adult children. He loves the outdoors and is an avid gardener, golfer, hiker and fisherman.
Job Titles:
- Senior Financial Advisor With Journey Advisory Group
Elizabeth Dayter is a Senior Financial Advisor with Journey Advisory Group with over 30 years of direct experience in the investment advisory industry. Liz brings to her clients a wealth of knowledge, collaborative thinking, and...
Eric Pettway - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Chief Investment Officer of Journey Advisory Group
Eric Pettway is the Chief Investment Officer of Journey Advisory Group, LLC. He has been in the investment industry since 1998 and has been a Senior Portfolio Manager and analyst for high and ultra- high net worth individuals and their families, as well as foundations and endowments.
Over his career, Eric has worked for financial services companies in both New York City and Cincinnati helping to provide clients with investment advice and solutions in pursuit of their long-term goals. Eric specializes in constructing portfolios designed to provide income to clients through active management of Dividend Growth Strategies and Fixed Income Strategies.
Eric earned a Bachelor of Science degree in Computer Information Systems and an MBA in Finance, with a specialization in investment management, from Indiana University's Kelley School of Business. He is a CFA charterholder and the Past President of the CFA Society Cincinnati. Eric is the President-Elect of the Rotary Club of Cincinnati and is a Board Member and Chair of the Investment Committee for Saint Ursula Academy. Eric serves on the Reese Fund Investment Board at Indiana University and is a member of the Investment Committee for 4C for Children.
Job Titles:
- Business Advisor
- Advisor to Journey Advisory Group
Hal is an advisor to Journey Advisory Group. He has five decades of experience in Wealth Management which includes investments, taxes, as well as financial and retirement planning. He also has prior experience with Trust and Estate Administration for a major bank along with management duties as a Senior Vice President.
During Hal's fifty years in the above roles, he was also an Adjunct Professor of Finance at the University of Cincinnati for thirty years. Hal graduated from the University of Cincinnati and received his bachelor's degree in Economics. He went on to receive his MBA in Finance from Xavier University and is a graduate from the National Trust School.
Hal is committed to serving non-profits and giving back to the community. He serves on the board for United Way, Bayley Place, TriHealth System, Good Sam Foundation, Good Sam College of Nursing, and Warbird Museum. In 2015, United Way honored Hal as one of the 100 Top Citizens of Greater Cincinnati. Hal is married to his wife Donna and they have two children. In his free time Hal enjoys traveling with his wife, playing golf, and spending time with his four grandchildren.
Jacob joined Journey Advisory Group in January 2025. Working closely with our Senior Trader and Chief Investment Officer, he collaborates with the Investment Team to construct and monitor portfolios while overseeing the day-to-day trading operations. His analytical approach and attention to detail help ensure that client portfolios are managed with precision and efficiency.
Before joining Journey, Jacob began his career at Deloitte, where he specialized in Real Estate partnerships and high-net-worth individuals. His experience analyzing complex financial structures, tax strategies, and investment vehicles provides him with a strong foundation for navigating market dynamics and optimizing portfolios.
A native of Alexandria, Kentucky, Jacob earned both a master's degree in accountancy and a bachelor's degree in finance from the University of Kentucky. Outside of work, he enjoys spending time outdoors hunting and fishing, taking trips to Norris Lake, and going on long runs with his Rhodesian Ridgeback, Ripley. He and his wife, Alex, call Northern Kentucky home.
Job Titles:
- Senior Investment Advisor
Jim is a Senior Investment Advisor with Journey Advisory Group. Jim joined Journey Advisory Group in January 2023. Prior to joining JAG, he was a Founder and Chief Investment Officer at TW Advisors for over 21 years. Jim began his investment career in 1986.
Jim received his BA in Economics from the University of Notre Dame in 1985. Jim also earned his Chartered Financial Analyst charter in 1989 and is a member of CFA Society Dayton. Jim is a past board member and chair of both Big Brothers Big Sisters Miami Valley and St. Vincent de Paul Dayton and is an active member at St. Albert the Great. Outside of work, Jim enjoys Notre Dame football, golf, traveling with his wife, and hanging out with his grandchildren.
Jim is a Senior Investment Advisor with Journey Advisory Group. Jim joined Journey Advisory Group in January 2023. Prior to joining JAG, he was a Principal at TW Advisors for over 21 years. Jim began his investment career in 1986.Jim...
As a Senior Investment Advisor, James works with your family to help deliver comprehensive investment advice and solutions to align your portfolios with your overall financial objectives. He implements strategies to help enhance after-tax returns and manage risk in consideration of external variables and your long-term investment horizon to aid in bringing about successful outcomes for you and your family. James has the knowledge, experience and desire to help bring about successful outcomes as your trusted advisor.
Prior to joining Journey Advisory Group, James was a VP & Portfolio Manager for Wealth Management at U.S. Bank. He provided investment services to help clients work toward their goal of building and maintaining wealth. James used his expertise to establish an integrated investment approach, offering asset allocation and derivative strategies to help clients meet their financial goals based on their personal objectives. James has more than 25 years of experience in financial services and investment management.
James graduated with a Bachelor of Science in business administration from Xavier University. James also holds the Chartered Financial Analyst® designation.
Job Titles:
- Director of Marketing
- Director of Marketing for Journey Advisory Group
- the Marketing Associate of Journey Advisory Group
Jenna is the Director of Marketing for Journey Advisory Group. She is responsible for coordinating the marketing activities of all Journey's offices. She holds a BA in Marketing from the University of Cincinnati and previously worked in the insurance industry.
Originally from Columbus, Ohio, Jenna resides in Cincinnati where she has lived for over six years. She enjoys walking her dog Theo, hanging out with friends and family, painting and exploring new places.
Jenna is the Marketing Associate of Journey Advisory Group. She is responsible for coordinating the marketing activities of all Journey's offices. She holds a BA in Marketing from the University of Cincinnati and previously worked in...
Job Titles:
- Senior Financial Advisor With Journey Advisory Group
Jill Henson is a Senior Financial Advisor with Journey Advisory Group. Having spent her entire career in financial services, Jill possesses a high level of expertise in comprehensive financial planning, estate, tax, trust, investment, banking, and risk management, as well as advisory solutions for retirement, business owners and multi-generational family wealth planning.
Prior to joining JAG, Jill worked at US Bank and managed investment portfolios and fiduciary relationships, delivered holistic wealth planning, and served as a trusted advisor for affluent, high-net- worth clients, as well as ultra-high-net-worth clients.
She has a Bachelor of Science from Rutgers, The State University of New Jersey, where she played NCAA Division I College Golf. When she is not working, she enjoys golfing, traveling, cooking, spending time with four children, family & friends, using gifts and talents to help others and give back to the community.
Jim is a Senior Financial Advisor and Co-Owner of Journey Advisory Group. He has been in the Financial Services Industry since 2003 where prior to taking on his current role, he held a position of Financial Consultant with a local,...
Job Titles:
- Director of Data & Systems
Kathryn strongly believes that technology should be used to increase efficiency and enhance, not replace, our interactions with clients. Her role is to assist the firm's multiple offices in utilizing technology to deliver a...
Kelli started her role as a Portfolio Administrator at Journey Advisory Group in November of 2020. Kelli supports the Northern Kentucky office and is responsible for client services, which includes working directly with the...
Ken began his role as a Portfolio Administrator at Journey Advisory Group in August 2024. Ken supports the Northern Kentucky office and works directly with the Senior Financial Advisors to service and maintain client relationships. He...
Kevin's role as a Senior Financial Advisor & Portfolio Manager is to help clients meet their long-term goals through prudent and strategic investment planning. Kevin is responsible for constructing, developing, and explaining...
Kim began her role as a Portfolio Administrator at Journey Advisory Group in April 2022. Kim helps support the Blue Ash office and works directly with the Senior Financial Advisors to service and maintain client relationships. She has...
Laura joined Journey Advisory Group in March of 2017. She maintains and oversees the HR needs of the firm as well as helps facilitate the day-to-day operations of Journey from our Northern Kentucky office. Laura has worked in the HR...
Job Titles:
- Senior Financial Advisor at Journey Advisory Group
Meghan is a Senior Financial Advisor at Journey Advisory Group, bringing extensive experience as a CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Trust and Fiduciary Advisor. She takes a comprehensive and holistic approach to...
Job Titles:
- Chief Financial Officer
- Chief Operating Officer
- Chief Financial Officer & Chief Operating Officer With Journey Advisory Group
Mike is Chief Financial Officer & Chief Operating Officer with Journey Advisory Group, LLC. He is responsible for further development of policies and procedures for effective recording, analyzing, and reporting of all financial...
Job Titles:
- Finance
- Operations Associate
Pashence is the Finance and Operations Associate at Journey Advisory Group. Pashence joined Journey Advisory Group full-time in June 2019 after completing a year internship and graduating with her bachelor's degree...
Job Titles:
- Financial Planner With Journey Advisory Group
Paula Abbott is a Financial Planner with Journey Advisory Group with over 20 years of experience in leadership, financial planning, and relationship management. She is passionate about guiding individuals and families toward financial...
Stefan Lang Business Advisor stef@langadvisors.com Stef has over 40 years of experience in the accounting, tax, pension and finance industries. He graduated from UCLA in 1972, passed the CPA* (Certified Public Accountant) exam that year and joined the family accounting business started... Read more
Job Titles:
- Senior Financial Advisor With Journey Advisory Group
Steve is a Senior Financial Advisor with Journey Advisory Group. Steve joined Journey Advisory Group in January 2023. Steve has been in the Investment Industry for over 41 years. Before joining JAG, Steve was a Partner and...
Tim joined Journey Advisory Group in January 2023 as an IT Director. Tim has spent over 25 years in the Investment Management Industry. Before joining JAG, Tim was the Director of Operations at TW Advisors for 17 years. Tim is a...
Having founded the Journey Advisory Group in 2013, Tyler serves as the firm's CEO focused on the delivery of exemplary investment management and financial planning services to JAG's clients nationwide. Prior to establishing...
Tyler joined Journey Advisory Group in November of 2023 as a Financial Advisor. Tyler spent the first eleven years of his career in the tax and finance departments of large multinational corporations. It was during this time that Tyler obtained his Certified Public Accountant (CPA) and Chartered Property & Casualty Underwriter (CPCU) designations. Tyler has also completed all education and experience requirements to display the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Tyler is an Alexandria, Kentucky native and a graduate of Thomas More College with a bachelor's degree in accountancy and an associate degree in business administration. Tyler is currently enrolled in the master's in business administration (MBA) program at the University of Olivet.
Tyler is married to Abby, and together they have three young children. Tyler's hobbies include coaching his son's baseball team, playing golf anytime he can, and vacationing/spending time with his family.
Tyler joined Journey Advisory Group in November of 2023 as an Associate Financial Advisor. Tyler spent the first eleven years of his career in the tax and finance departments of large multinational corporations. It was during this time...