As the Regional Director of Tax and Business Services for Dayton and Wilmington, Kristie works closely with small business clients to provide them with exceptional client service in tax, accounting, planning, and consulting. She enjoys working with clients to develop personalized goals for each of their unique situations. Kristie also develops and manages the business team to provide a strong support system within the office.
Kristie has over 19 years of experience in public accounting and is currently a licensed Certified Public Accountant. Her expertise is a valuable asset to clients and team members.
Outside of the office, Kristie enjoys reading, traveling, and spending time with family. She is married with four children and three grandchildren.
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As a Client Service Manager, Erin works closely with new and existing clients to help them with accounting, tax, or payroll questions. She enjoys solving problems and developing personalized solutions for clients and their businesses.
Erin holds the federally authorized tax practitioner designation as an Enrolled Agent. This technical expertise in the field of taxation, coupled with over twelve years of experience in accounting and payroll, helps her deliver excellent customer service. She is also a QuickBooks Online Advanced Certified ProAdvisor, allowing her to always go above and beyond to assist our individual and business clients.
When not in the office, Erin enjoys spending time with her husband, family, and friends. She also enjoys learning about gardening, while taking care of the flowers and plants in her yard.
Erin is a frequent contributor to our Insights blog.
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As Portfolio Manager and Research Analyst, Mitch is responsible for creating unique investment portfolios that fit with each client’s goals and risk tolerances, in addition to working within the team to identify opportunities to add value to the client’s portfolio.
Mitch has a bachelor’s degree in Financial Services from Wright State University, specializing in investments. After completing his undergraduate, he attended The Ohio State University, earning his Masters in Business Administration. He has also earned the Chartered Financial Analyst® designation. Mitch joined Buckingham in August of 2022.
In his free time, Mitch serves as a member and (soon to be) board member for the Centerville Noon Optimist club, a local volunteer organization focused on making a difference in the lives of youth. He is also the Membership Chair for the Dayton CFA Society. Mitch and his wife reside in Fairborn and enjoy attending Bengals, Reds, and Buckeye games. He also enjoys going to the Renaissance Festival, golfing, vacationing, and binge watching his favorite shows and movies
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As the Advisory Assistant, Kaitlin works with both the Business Services and Financial Planning departments. She joined Buckingham Advisors in 2022 with over 4 years’ experience in administration and customer service. This background greatly helps when assisting the Advisors by researching questions and prepping for meetings. The family atmosphere and friendly staff are her favorite aspects of the Buckingham office.
Kaitlin is a Columbus, Ohio native and attends Western Governors University studying Health Business.
In her off time, Kaitlin participates in social sports, practices spiritual healing, and enjoys all that Columbus has to offer. She loves the culture, sports, diversity, and the fact the city is growing so fast. Its booming with life and she can't get enough of that local energy!
As a Senior Portfolio Manager and Research Analyst, Jim manages custom client portfolios and participates in the weekly equity review process, providing reports and rating recommendations for stocks in all sectors and industries.
With experience in operations, trading, compliance, portfolio management, and investment research, Jim has been in the financial services industry for nearly 20 years. He has a Bachelor of Science degree in Business with a major in Finance, and a Master of Business Administration degree in Operations Management from Wright State University. He also holds the Chartered Financial Analyst® (CFA) designation. He has been a board member for CFA Society Dayton since 2017, serving first as Membership Chair and then as Investment Committee Chair, and has also moderated their annual Investment Roundtable since 2017.
Jim has been the President of Springboro Community Theatre since 2005, and is an award-winning actor, director, and designer. He is also a founding member of the professional acapella groups Fourth Avenue and NexDetour, and is the co-host for the annual Christmas in Historic Springboro Parade. He and his wife stay active supporting their two teenagers in marching band, color guard/winter guard, wrestling, and theater, and they all enjoy chasing their two yellow labs.
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Jay A. Buckingham is the Chief Executive Officer. He oversees and assists the financial planners and advisors with designing financial plans for clients. Jay is proud to be able to help clients and their families achieve some of the best times of their lives and to move beyond the difficult ones.
Jay founded the company in 1987 to help provide clients with independent financial services and tax planning to suit each client’s needs. His objective was to provide professional, tailored solutions rather than the “one size fits all” approach other professionals may use, and he has built multi-generational relationships based on this philosophy.
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Sydney joined Buckingham Advisors as a Paraplanner in February of 2022. Her previous experience in Office Management taught her valuable organization skills that, in turn, allows her to better help clients. Sydney’s favorite aspect from Buckingham Advisors are the services they provide each client. “We can help with every part of a client’s life and make their planning more cohesive.”
Sydney graduated from Wright State University with a Bachelor of Science in Business Economics. Although not a specific finance degree, she is eager to gain industry knowledge and experience.
In her free time, Sydney enjoys spending time with her family and her 2 dogs, Tennessee (Golden Retriever) and Dexter (Lab Mix). Her hobbies include backpacking/camping and photography.
Linda is our Clerical Assistant / Receptionist. She answers and directs calls, greets clients, and provides a wide range of administrative support. What she enjoys most at Buckingham Advisors is helping others and contributing to the friendly and respectful “Team” environment.
Linda joined Buckingham Advisors in 2019, with over 25 years of administrative experience in the retirement and financial planning industries. Each day, she strives to provide excellent service and believes her prior experiences strongly contribute to that ongoing goal.
Linda has volunteered with various dog and parrot rescue organizations. She enjoys spending time with family and friends, watching movies, and discovering “non-chain” restaurants.
Marla is a Senior Financial Planner who works with clients to create custom financial plans that fit their goals and objectives. She enjoys finding ways to help clients keep more money in their pockets through strategic tax planning, retirement planning, investment advisory, estate and succession planning, insurance analysis and assisting with financing decisions.
Marla has a Bachelor’s degree in Business Administration from Mount Vernon Nazarene University. She is a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant, and recently became a Certified Professional Retirement Coach. She started processing tax returns in a public accounting firm her senior year of high school and has spent her entire 40-year career in tax, accounting, and financial planning. She joined the Buckingham team in September of 2015.
She is a member of Patterson Park Church and serves on the Finance Committee. Her greatest inspiration was her mother who taught her to work hard, sing loud and keep God and family as top priorities. Marla hopes to visit New Mexico, North Dakota, and Alaska in the next few years to complete her goal of visiting all 50 states!
Marla is a frequent contributor to our Insights blog.
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Ashley works with both business and individual clients on payroll, accounting, and taxes. She enjoys setting up our business clients on QuickBooks Online and helping them make their accounting processes easier.
Ashley is a Senior Accountant with a Bachelor’s degree in Accounting from Wright State University. She joined Buckingham Advisors as a full-time employee in May 2017, after working as an intern for Buckingham for two tax seasons.
Ashley lives with her husband, Cody, and their spoiled rotten dog, Tucker. Outside of the office, she enjoys hanging out with her friends and family, hiking, and cheering on the Bearcats football team.
Emily is our Portfolio Manager & Research Analyst, Investment Funds Specialist, managing client portfolios that are primarily invested in Exchange-Traded Funds (ETFs) and Mutual Funds. The idea of being able to invest in and grow with companies that we are surrounded by everyday sparked Emily’s interest at a young age, leading her to a career in the investment industry. She loves the team atmosphere at Buckingham and is proud to be a part of a company whose priority is going above and beyond to achieve their clients’ financial goals.
Emily first joined Buckingham as an investment intern in 2018 and started full-time after graduation in 2019. She received her Bachelor of Science degree in Financial Services from Wright State University.
Emily is a member of the Buckingham Big Hearts Charitable Committee, as well as a member and serving as Treasurer of the CFA Society of Dayton Investment Committee. She volunteers each summer for the non-profit Community Association in her hometown and enjoys working fall and winter craft shows with her family. When outside the office, Emily enjoys learning new recipes, reading, and spending time with family and friends.
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Ashley joined Buckingham Advisors in August of 2021 and has more than 10 years’ experience in office administration/HR/marketing. She attended Miami University in Oxford and studied Medical Science.
As Executive Assistant, Ashley works side-by-side with the partners at the firm. She ensures smooth operation in the office as well as various administrative and client support activities. She loves that Buckingham helps people reach their financial goals and assists in planning their future. It’s more than just managing money.
While not at work, Ashley enjoys spending time with her two small children that keep her VERY busy with sports and school activities. Her hobbies include traveling, hiking and kayaking. She currently resides in Springboro with her 6 goldfish and rescued chocolate lab, Duke.
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As a Financial Planning Assistant, Christy works closely with the Financial Planning Team and assists with service-related needs for our clients. The best part of her job is really getting to know the clients and helping them achieve their goals. She believes in treating clients like family, really listening to them, because the little things matter.
Christy joined Buckingham Advisors in 2022, bringing over 20 years’ experience in the financial industry, both in banking and finance. She graduated Magna Cum Laude from Wright State University with a Bachelor of Science degree in Psychology. She has also earned the Series 7, Series 66 and the Ohio Insurance License for Accident & Health & Life.
In her free time, Christy enjoys volunteering at different community outreach locations such as the Ronald McDonald House (very near and dear to her heart), Habitat for Humanity, local homeless shelters, and backpack drives for school kids. She loves spending time with her husband, Greg, her 2 sons, Colton (and new daughter-in-law Abby) and Logan, plus their standard poodle Chloe. With any extra time, she stays busy attending sporting events, scrapbooking, painting, playing Bunco, and watching movies.
Jessica’s passion has always been working with closely held businesses and entrepreneurs. As Managing Director of Business Services & Development, she develops tax strategies, implements tailored accounting processes and best practices, and coaches clients to better understand the ever-changing challenges and opportunities of their businesses.
Jessica graduated summa cum laude from the University of Findlay where she earned a Master of Business Administration with an emphasis in Organizational Leadership and a Bachelor of Science in Financial Accounting. In addition, she is a Certified Public Accountant and a Certified QuickBooks ProAdvisor. With over 19 years of experience in public accounting, private industry, and having owned her own business, provided her a unique professional perspective and dedication to helping businesses succeed. Jessica also recently became a member of the Westerville Chamber of Commerce, Ambassador Committee.
When not at the office, Jessica is likely attending a soccer, football, basketball, or volleyball event with her husband for one of their three children or cuddling up with one of her many pets.
Jessica is a frequent contributor to our Insights blog.
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As an Internal Accountant, Rachel works behind the scenes with management to help ensure the smooth operation of financial tasks and processes. She enjoys assisting others, working with numbers and the company’s team approach which helps to best serve Buckingham’s clients.
Rachel joined Buckingham in April 2024 after two years of experience in public accounting. She received her Bachelor of Science in Accounting from the University of Cincinnati and Master of Accountancy from Wright State University.
Outside of the office, she likes to spend time with her friends and family as well as her two dogs, Sadie (Dachshund) and Renny (Mix Breed). In her free time, she also enjoys doing outdoor activities, attending concerts, and traveling.
Brad works out of our growing Westerville location and is a part of the financial planning team. He has a wide variety of responsibilities including meeting with clients, putting together financial plans, tax planning and preparation, and assisting business owners navigate the many complexities of business and personal finance. He is also the lead relationship manager for 401(k)’s and company retirement plans. He enjoys using his tax expertise to put together tax efficient financial plans and is glad to be a part of a firm that operates under the fiduciary standard – acting in the client’s best interest always! He enjoys the process of teaching and coaching clients and loves getting to build long term relationships with clients he works with.
Brad has a Bachelor’s and Master’s degree in Accounting. He is also a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, National Social Security Advisor Certificate Holder, and plans to continue his pursuit of lifelong learning by adding additional credentials to assist clients. He began his career in corporate accounting before making the switch to financial planning in 2013. He joined the Buckingham Advisors team in 2018.
Brad and his wife, Becky, are active members and volunteer through their church, Vineyard Columbus. In his free time, Brad is a high school basketball official and enjoys playing basketball, golf, and staying active. He has a golden retriever named Winnie.
Brad is a frequent contributor to our Insights blog.
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Jeff Groezinger is the Chief Financial Officer. He serves many roles within the organization but is increasingly working with individual and business tax and financial planning clients. Jeff assists with identifying short and long-term goals, as well as mapping out a course of action to achieve those goals.
Jeff is a Certified Public Accountant and Personal Financial Specialist. He has been involved with income tax preparation for 35 years (started at age 2) and affiliated with Buckingham Advisors in some capacity, initially as an independent wealth advisor, for 25 years.
There are no moments of rest for Jeff outside of the office! He is active in golf, photography, and completing triathlons.
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Elaine is the Administrative Assistant in our Columbus office. She enjoys greeting clients, some who have been with us for over 20 years, as well as making new clients feel comfortable as well.
Elaine joined the Buckingham team in 2001 and wears many hats within the organization. She is the tax processing coordinator and is very involved with the collection, assembly, and delivery of tax returns as well as our in-house nutritionist…but you’ll have to ask her about that one!
Michael joined Buckingham Advisors in May of 2021 and is currently a Financial Planner. Before entering the financial industry, he began his professional career as a math teacher for 8 years and then moved into the health insurance industry as an Independent Agent for 2 years. Michael loves the team aspect to Buckingham and strongly believes tax management and investment advising is an integral part of the financial planning process. “You can’t do one without the others and financial planning must be looked at holistically.”
Michael earned his master’s degree in Education from Wright State University. He has earned his Series 65 and recently earned the CERTIFIED FINANCIAL PLANNER™ designation to further his understanding within this industry.
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Nicole is our Senior Administrator. She processes new account openings, transfers, and deposits/distributions. She is the liaison between the Buckingham office and the Custodians we do business with. Every day brings something new to accomplish, whether it is helping a client in completing paperwork to working directly with a specific Custodian to complete a required request for a client.
Nicole joined Buckingham Advisors in August 2008 and now has 12 years in the industry. Prior to Buckingham, her education was received through the University of Tennessee, Sinclair Community College and Wright State University.
Nicole enjoys reading, watching sporting events, and being active outside. She also loves spending time with family and friends.
Bill is the Manager of IT Services and has been with the Buckingham team since May of 1999. He is responsible for all aspects of technology used in our office today. For Bill, the friendly environment in the office and small company value is what he appreciates most about Buckingham. He enjoys the constant change and challenges that the IT world brings him.
Bill started his career in the IT industry in 1988 working for a small computer store while still in high school. This was still in the DOS days, before hard drives were ever used in homes, and he has experience using every version of Windows since Windows 1.0. Bill was communicating by PC via “bulletin boards (BBS)” long before the internet web browser was invented.
In Bill’s free time, he and his wife like to spend time with their beautiful granddaughters. They enjoy horses, classic cars, camping and exploring the country riding their motorcycle.
Chrissy is a Financial Planner for Buckingham Advisors. The idea of helping clients with their financial journey in each stage of their life is what drives Chrissy’s passion each day at work. She loves being part of the Financial Planning team and getting to know each client.
Chrissy has been in the financial industry since 2017 and joined Buckingham in April 2022. She attended Wright State University and currently has her Series 6, 63, 65, and Life and Health through the State of Ohio since 2018 and recently earned the Chartered Financial Consultant® designation. Chrissy serves as Treasurer on the Gem City Kitties, Executive Board of Directors.
Outside of the office, Chrissy and her husband reside in Kettering with her two VERY active boys. In her free time, she participates in charity runs every year and is very passionate about The Kettering Backpack Program Charity.
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As the Managing Director of Investments, Ryan leads the weekly stock research efforts of the Buckingham team, manages customized portfolios for families, manages the Foundation Portfolio model, supervises the investment staff, writes the weekly Market Recap, and appears in Special Edition videos.
Ryan has 20 years of experience in the Financial Services industry, solely focused on stock analysis and portfolio management. He has a Bachelor of Science degree in Business with a major in Financial Services from Wright State University, and he has earned the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. Since starting at Buckingham in 2014, Ryan has been both a moderator and a panelist for the CFA Society of Dayton’s annual Investment Roundtable, he has appeared on numerous local TV news broadcasts, and he has frequently spoken to the Wright State Finance Club.
Ryan stays busy with three children who participate in soccer, basketball, swim team, and softball. He has also served as co-treasurer of their elementary school PTO for over 5 years.
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Ryan is a frequent contributor to our Insights blog.
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Molly is responsible for ensuring Buckingham Advisors and its employees comply with the various laws and regulatory requirements that govern our profession. She enjoys developing, monitoring and managing operational programs, ensuring client needs are placed first. She also oversees business-related operations, allowing administration, human resources, marketing, and technology to run smoothly and efficiently.
Molly joined the Buckingham Team in 2008 after earning her MBA from Wright State University. In 2014, Molly earned the professional compliance designation of Investment Advisor Certified Compliance Professional (IACCP®). This designation acknowledges the heightened role of compliance in maintaining our fiduciary duty and an ethical compliance culture.
Molly enjoys being outdoors, traveling, and playing piano in her spare time.
Gerry is a Wealth Advisor and Tax Strategist. He has worked in the industry for over 30 years as a Certified Public Accountant and Wealth Advisor. He enjoys helping families plan for the future, by looking at the big picture. His passion has evolved into helping clients plan for long term major events in their lives.
Gerry graduated from the University of Dayton with a Business degree majoring in Accounting. He has been a CPA for 30 years and a registered investment advisor for 15 years.
Gerry enjoys volunteering for the pet adoption agency, SICSA, and the Tour de Gem bicycle community fundraiser. He has found a deep appreciation of the healthy benefits of riding a bicycle.
Jacob is a paraplanner at Buckingham Advisors. He supports the team of financial planners and helps with many aspects of the planning process. His favorite thing about Buckingham Advisors is their attention to detail and the outstanding services provided to their clients.
Jacob joined Buckingham Advisors originally in November of 2022 as an intern and now has joined the team full time after his graduation from Wright State University in April of 2024. Throughout his time at WSU, he served on the Dean’s Student Advisory Board for the Raj Soin College of Business and was involved in Finance Club. He also had two additional financial planning internships throughout his time in college.
Outside of the office Jacob loves to spend time with his family and friends or play a round of golf. He is a lover of the beautiful outdoors and an avid deep-sea fisherman.
Heather joined Buckingham Advisors in March of 2022 as a Tax & Accounting Assistant. She is often working behind the scenes helping prepare tax documents, speaking with clients, as well as continuously learning many new processes within the tax and accounting department. Heather enjoys being able to help make tax and bookkeeping easier for clients and the BA team.
Heather has over 12 years’ experience in customer service and has a passion for working with people.
Outside of work, Heather loves to read and take her yellow lab, Oli, for long walks. In her free time, she also enjoys watching movies and playing video games.
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As Financial Planner, Melissa works closely with clients to create a comprehensive, customized plan to help achieve their unique goals.
Melissa earned a Financial Services degree from Wright State University. She originally joined Buckingham Advisors as an intern back in 2004. After her graduation, Melissa accepted a full time Financial Planner position at BA, at which time she had earned the CFP® designation, and began working towards the CFA designation. However, in 2012, Melissa left BA for 10 years to pursue her dream to build a small business. She has now returned and is excited to apply her additional life experiences towards helping clients achieve their goals.
Melissa currently lives in Miamisburg with her husband and mini Aussiedoodle, Dottie. In her free time, she enjoys baking an array of different breads, and spending time outdoors, trail running and training for ultramarathons.
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As a Managing Principal, Linda provides overall company leadership with a focus on client relations and employee engagement. Her 40 years of experience in the field of investments and financial services enhances her ability to provide guidance on the firm’s service offerings and investment strategies.
Linda earned a BS in Finance with a minor in Economics and an MBA from the University of Dayton. In addition, she has held the Chartered Financial Analyst® designation since 1994. Linda joined the Buckingham Team in 2003.
Linda believes in the importance of giving back to our community. Her involvement includes serving as Immediate Past Chair of the Sinclair College Foundation Board of Trustees and on the University of Dayton Flyer Investments Fund Advisory Council. Linda is also a University of Dayton Emeritus Trustee, alumnus, and avid UD Flyer fan.
Linda is a frequent contributor to our Insights blog.
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Rebecca recently joined Buckingham as a Financial Planning Assistant in April 2022. She assists the Financial Planning department by researching, securing, and organizing paperwork for clients, and assisting the tax department. Rebecca has over 20 years of experience in the financial planning industry, and is also experienced with life and health insurance.
Rebecca attended the University of New Hampshire. Go Wildcats! As a Music Education major – her instrument was her voice. She also minored in the Ancient Near East. For over 15 years, Rebecca taught private voice lessons and currently sings with her church worship team, plays guitar, and teaches her kids piano and guitar. She also sang back up for Barry Manilow!
Rebecca and her husband currently reside in Centerville and have a 9 year old daughter, 4 year old son, 2 cats and an axolotl (mud puppy). When she has a free moment, she loves assisting her daughters’ American Heritage Girls Troop in Beavercreek.
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As Staff Accountant, Ruth prepares tax returns for not-for-profit organizations as well as for individuals. In addition, she’s responsible for entering financial data into QuickBooks for clients and assisting them with collection on their past due invoices.
Ruth has a Bachelor’s degree in Accounting, holds QuickBooks Online Certifications, and joined Buckingham Advisors in 2016. After graduating from college, Ruth was part of the Air Force Audit Agency.
In her free time, she enjoys playing violin, cooking, watching documentaries, and spending time with her handsome husband and 5 beautiful children.
Lance is the Assistant Director of Financial Planning & Senior Financial Planner. He shares the same core values as Buckingham Advisors and believes in utilizing our team to provide individuals with the best possible services and advice. Our financial planning is unique to each individual; and Lance enjoys the challenge of developing a specialized plan to meet the goals and financial needs of each person.
Lance graduated from Wright State University in 2013 with a degree in Financial Services and shortly after joined the Buckingham team in July of 2013. He has over 7 years in the industry and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2018.
Lance serves as a trustee at Rona Community Church and enjoys volunteering at the annual Darby Creek Trail Run hosted by F.L.I.P., a cancer prevention non-profit in Columbus. Outside of work, he lives an active lifestyle which includes golfing and exploring the local Metro Parks. In his free time, he also enjoys attending concerts, watching collegiate and professional sports, and boating in the summer months.
Lance is a frequent contributor to our Insights blog.
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In the over 30 years Janet has been in the financial planning industry, she’s had the pleasure of helping clients meet their goals such as college funding, retirement preparation and small business transitions. She enjoys the analytical aspect of coordinating financial planning, tax planning and money management for them. Sending three children to college, being a widow, and owning a small business personally has given her unique life experiences to serve our clientele.
Janet joined Buckingham Advisors in 1993 and has worked in each department of the firm. She has a Bachelor of Science degree from Purdue University in Financial Planning and Counseling and has held her CERTIFIED FINANCIAL PLANNER™ designation for over 20 years.
Currently, Janet is a member of the Lebanon Rotary Board, member of Lebanon Optimists, and an avid supporter of the Warren County Parks and of the National Parks. You are likely to see her on the trails most weekends and evenings, and she is always interested in hearing about new activities to try.
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As Managing Director of Financial Planning, Nicole and her team, work to help clients worry less about their finances and focus more on what matters most to them by seizing opportunities and reaching their goals. She loves being able to confidently say that she can provide clients with the best possible advice, planning, and experience with the Buckingham Advisors team. She enjoys getting to work with multiple generations of families and finding ways to help them enjoy the fruits of their hard work.
Nicole has over 15 years of experience in the Financial Planning industry. Nicole has a Master of Business Administration degree from Wright State University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a Certified Private Wealth Advisor® and holds the federally authorized tax practitioner designation as an Enrolled Agent.
Nicole and her husband have two young sons and a new beautiful baby girl! The family enjoys traveling, spending time outdoors, and with family and friends.
Nicole is a frequent contributor to our Insights blog.
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Jackie works closely with management behind the scenes taking care of the necessary day-to-day financial tasks of the company. She enjoys working with numbers and creating new approaches and processes to help make all the pieces of the puzzle come together smoothly so that those on the front lines working directly with clients have more time to spend doing just that.
Jackie is a Certified Public Accountant with more than 20 years of experience in the financial services industry and has been with Buckingham for over 10 of those years. Since graduating from Wright State University, she has continued her education over the years and is always striving to learn something new.
While not at work, Jackie enjoys spending time with her family and on occasion traveling to sunny southern California to visit her daughter and son-in-law. She also likes going on outdoor adventures like camping, hiking, and kayaking, and is always ready to plan the next home improvement project.
Allen is a our Senior Portfolio Manager & Research Analyst. Originally intending to be a Certified Public Accountant (CPA), he shifted focus in college after discovering a passion for the financial markets and a desire to help others prepare for their financial future. His favorite parts about working for Buckingham are the team dynamic and holistic approach to portfolio management.
Allen is a graduate from Wright State University with a bachelor’s degree in Financial Management & Investments. He holds the Chartered Financial Analyst® (CFA) designation, earned his CERTIFIED FINANCIAL PLANNER™ certification in 2022, and joined the Buckingham team in 2015.
In his free time, Allen enjoys going to church, spending quality time with family and friends, hiking, working out, and playing basketball.
Tracy is an Estate and Trust Planner. She works closely with our Financial Planning Department on estate aspects of a financial plan. Working together as a team to provide clients with a complete financial plan to reach financial success is what she enjoys most about working at Buckingham Advisors.
Tracy has a Bachelor’s of Business Administration in Finance degree from Marshall University. She is a Certified Estate and Trust SpecialistTM , a Certified Exit Planning Advisor, and has been with Buckingham Advisors since 2015.
In her free time, she enjoys watching or attending sporting events with her husband and son. You will find them cheering on OSU football, Columbus Blue Jackets hockey and Cincinnati Reds baseball.
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As the Director of Tax for Buckingham Advisors, Lisa is involved in coordinating tax planning and compliance services. She enjoys helping clients understand their tax issues and developing strategies to plan for their goals. Lisa’s experience includes working with several closely held businesses and helping generations of family members through succession planning.
Lisa is a Certified Public Accountant and holds a bachelor’s degree in Accounting, Finance and Pre-Law from Ohio University, as well as a Master of Taxation degree from The University of Denver. For over 27 years, she has worked in the tax departments of public accounting firms and serviced clients ranging from small, self-employed companies to large international corporations.
Lisa and her husband have two daughters and love going to their sporting events and dance performances. She also enjoys traveling, hiking, playing with her Border Terrier, Henry, and cheering for the Ohio State University men’s ice hockey team.
