As a Platinum Council Advisor* (previously known as Premier Advisor) through 2025, Steve has been delivering personalized investment planning services for foundations, businesses and families for over thirty-six years and gained extensive experience throughout major shifts in the markets. Steve is a Senior PIM® Portfolio Investment Manager**, responsible for designing and managing discretionary portfolios which are designed to help clients meet their unique financial goals through our Envision® planning process.

Additionally, Steve is a CERTIFIED FINANCIAL PLANNER® professional who has earned the professional certification in 1994. Steve served as President of the local chapter of the Financial Planning Association, the professional association of Certified Financial Planners.

Steve began his career in 1985 as a Financial Advisor with Morgan Stanley Dean Witter. In 1996 he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors.

Steve was elected President of the Estate Planning Council of Northern Kentucky in 2001. EPCNK is an organization of attorneys, CPAs, CFP® professionals, insurance professionals who have earned the Chartered Life Underwriter (CLU®) designation, and bank trust officers that help clients align their assets with their charitable and estate planning goals. Steve’s role was to discover planning opportunities and to work with clients in their interactions with respected professionals.

Steve’s family has resided in Northern Kentucky for six generations. He attended Covington Latin, then earned his BA in Philosophy at University of Louisville. He is committed to his community, having served on Covington City Commission from 2010 - 2016, the Gateway Community College Foundation Board, Covington’s Economic Development Authority, and has served on the Boards of Northern Kentucky Convention Center and the Metropolitan Club. Steve and his wife, Nancy, donate time and resources to the community, including Northern Kentucky University College of Informatics, Gateway Community College, Covington Latin, Rotary International and Cincinnati’s Center for Holocaust and Humanity Center. They are the proud grandparents of their son, Steven and his wife Lela’s, three children.

 

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

 

**The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

 

Ethan specializes in working with families and business owners to develop financial and investment strategies that line up with their needs, goals and risk tolerance.  Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, he can help.  He is dedicated to helping clients meet and exceed their financial needs and thoroughly enjoys working alongside clients to simplify complex information and make their lives easier.

Before entering the financial services industry, he graduated from Northern Kentucky University with a degree in finance.  His previous work experience includes working with high-net-worth clients at Fidelity Investments and Citibank. Now as a First Vice-President Investments with The SKYLINE Wealth Consulting Group of Wells Fargo Advisors, he takes pride in working for a firm that puts you first.

Outside of the office, Ethan enjoys spending time with his wife, Whitney, and their two children, Finley and Oakley.  Much of his free time is spent coaching and attending the many activities his children are involved in.  Ethan and Whitney enjoy supporting local organizations including Hosea House, Mentoring Plus, and Faith Community Pharmacy.  He is also an active member of the Fort Thomas Lions Club. 

As a Financial Advisor, Joe is dedicated to helping our clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, he can help.

Before entering the financial services industry, Joe graduated from Tiffin University with a Masters of Business Administration, focused in finance. After graduating he worked in financial services for eight years, most recently at Fidelity Investments. Now a Financial Advisor with the SKYLINE Wealth Consulting Group of Wells Fargo Advisors, he takes pride in working for a team that puts you first.

Joe spends his free time with his wife, Sarah, and their three children, twins…Joey and Caroline… and their baby brother Luca. He enjoys golfing, working out, and getting outside with their dog. Joe was born and raised in Cincinnati and attended McNicholas high school. He ran track in college, participating in the decathlon. Although not quite in the same shape he once was, Joe still enjoys pursing an active lifestyle.

As an Assistant Vice President - Senior Registered Client Associate, Julie takes pride in developing relationships with clients. She joined The SKYLINE Wealth Consulting Group of Wells Fargo Advisors, in the summer of 2019. Her role with the team is to make sure that all operational items are done in an efficient and timely manner. She also takes pride in providing exceptional customer service.

 

Julie has been in the financial services industry for over 33 years. She started with A.G. Edwards in 1993 and continued through the mergers of Wachovia Securities and then Wells Fargo Advisors. Julie received the Premier Client Associate award* from 2014 through 2018. This award recognizes the firm’s most distinguished client associates that deliver outstanding service.

 

Julie moved to Liberty Township from Aurora, CO, with her husband, Greg, and daughter, Alexa in 2019.  Away from the office she enjoys traveling, boating, and watching the Colorado Avalanche, Denver Broncos.

 

* The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

 

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