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JEFFREY H. THOMASSON, MBA, CFP®
Chief Executive Officer & Managing Director
Indianapolis
Phone: 317.843.5678
Email: jthomasson@ofgltd.com
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DEBORA A. BENNETT, CFP®
Managing Director
Indianapolis
Phone: 317.805.5005
Email: bennett@ofgltd.com
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JASON R. BRINKS, CFP®, CTFA
Managing Director
Grand Rapids
Phone: 616.242.6196
Email: jbrinks@ofgltd.com
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LAURA J. CLARK, CFA
Managing Director
Chicago
Phone: 312.846.6483
Email: lclark@ofgltd.com
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C. RICHARD DAVIS, II, J.D., CFP®
Managing Director
Indianapolis
Phone: 317.805.5225
Email: rdavis@ofgltd.com
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DANIEL L. FLECK, MBA
Managing Director
Indianapolis
Phone: 317.805.5123
Email: fleck@ofgltd.com
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GARY J. FORBECK, CFA
Managing Director
Indianapolis
Phone: 317.805.5003
Email: gforbeck@ofgltd.com
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DAVID A. GRAHAM, MBA
Managing Director
Indianapolis
Phone: 317.805.5096
Email: dgraham@ofgltd.com
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ROBERT W. HAUSWIRTH, MBA, CFA, CFP®, CPA/PFS
Managing Director
Chicago
Phone: 312.846.6000
Email: rhauswirth@ofgltd.com
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DAVID L. HECHT, CPA, CFP®
Managing Director
Indianapolis
Phone: 317.805.5050
Email: dhecht@ofgltd.com
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CHARLES L. HEEKIN
Managing Director
Chicago
Phone: 312.846.6000
Email: cheekin@ofgltd.com
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KATHLEEN L. KUEHL, J.D.
Managing Director
Minneapolis
Phone: 612.605.6268
Email: kkuehl@ofgltd.com
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JEFFERY E. LAY, CMT
Managing Director
Cincinnati
Phone: 513.762.7800
Email: jlay@ofgltd.com
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MICHAEL S. McHUGH, CEPA, CPA (Inactive)
Managing Director
Indianapolis
Phone: 317.805.5151
Email: mmchugh@ofgltd.com
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KAREN H. MERSEREAU, CPA/PFS, CFP®
Managing Director
Indianapolis
Phone: 317.805.5135
Email: kmersereau@ofgltd.com
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KRISTINE J. MERTA, L.L.M., J.D.
Managing Director
Minneapolis
Phone: 612.605.6265
Email: kmerta@ofgltd.com
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PETER N. REIST, CPA/PFS, AIF®
Managing Director
Indianapolis
Phone: 317.805.5165
Email: preist@ofgltd.com
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JEFFERY H. STROMAN, CPA (Inactive)
Managing Director
Indianapolis
Phone: 317.805.5030
Email: jstroman@ofgltd.com
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LORELEI M. TOLSON, CPA/PFS, CFP®, CIMA
Managing Director
Indianapolis
Phone: 317.805.5134
Email: ltolson@ofgltd.com
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ROBERT M. TWITCHELL, MBA, CFA
Managing Director
Indianapolis
Phone: 317.805.5155
Email: rtwitchell@ofgltd.com
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