“Our team is a multigenerational practice dedicated to transparency and the relentless pursuit of knowledge in all aspects of our advice and guidance,” Frank says. “Our team specializes in families seeking to empower the next generation to preserve and grow family wealth, whether it’s attained through sale of a family business or transition of assets to the generations to come.”

Frank is the founding member of the Quintus Wealth Management Group of Wells Fargo Advisors. With more than a quarter of a century of financial services experience, Frank develops, fosters, and guides our relationships with our ultra-high-net-worth clientele, which includes executives, business owners, and entrepreneurs. Frank also specializes in working with multigenerational clients and providing services that encompass all aspects of family wealth management. Capital preservation and risk management are the top priorities in every relationship. He also acts as an Institutional Plan Fiduciary Consultant and consults for corporate retirement plans.

As a Senior (PIM) Portfolio Manager, * Frank is responsible for managing portfolios and delivering investment planning solutions for all the team’s clients. Frank specializes in all aspects of investment strategy, asset allocation, and the effects that the micro/ macroeconomic environment has on both. He eschews the dangerous fixation of short-term volatility and the portfolio implication therewith, and works closely with our clients to develop portfolios to create tailored investment solutions with an emphasis on risk-adjusted returns. Developed during his over 25 years of his financial services experience, Frank’s personal philosophy stresses integrity, loyalty, and total commitment to his clients and his team. Frank is a CERTIFIED FINANCIAL PLANNER® practitioner, awarded by the Certified Financial Planner Board of Standards, Inc. In 2023, 2024 and 2025 Frank was recognized as a Forbes Best-In-State Wealth Advisor in the state of Ohio.** 

Originally from St. Louis, Missouri, Frank graduated from Ladue High School and made his way to Lexington, KY, to continue his education. Frank earned a
Bachelor of Business Administration degree in Finance from the Gatton College of Business and Economics at the University of Kentucky. Throughout college, he interned at Merrill Lynch and Fidelity Investments, which helped shape his investment philosophy and approach to wealth management.

Frank has been sought out to speak to various organizations about investment planning and has appeared as a guest speaker for the Black/African American Summit for Wells Fargo/Wells Fargo Advisors, the Association of African American Advisors, the National Association of Black Journalists, and the National Association of Black Accountants. Frank continues to remain very active mentoring high school and college students and coaching them for national finance competitions. Frank also serves on the Finance Advisory Board for the University of Kentucky Gatton College of Business and Economics.

When not in the office, Frank and his wife, Mika, are avid tennis and paddle players at Kenwood Country Club. They enjoy traveling, listening to live music, and spending time at the beach with their favorite four-legged child — a Shiba Inu named Gucci. Frank and his family reside in Cincinnati, Ohio, and split their time between Ohio and their home in Boca Raton, Florida. They have two sons, Colten who is an entrepreneur, and Gavin who is studying Business Administration at the College of Charleston School of Business in Charleston, SC.

<sub>*The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable 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.

*2025 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.</sub>

Chris’ goal is to help you succeed financially on YOUR terms; each person has their own unique goals. Whether investing for income, growth, or a combination of both, Chris helps identify the size and timing of financial wants and needs and the risk you’re willing to assume to accomplish your goals.

Chris is a Senior Vice President – Investments and a Fundamental Choice® Portfolio Manager. He attended the University of Dayton and began training in the financial services field in the fall of 1978 and started his career immediately following graduation in 1979. After moving to Cincinnati in 1985, Chris continued to study of the history of financial markets and was soon asked to provide market reports and commentary on WKRC (radio and TV) and then WVXU radio (1989). In 1992, he began hosting a “live” non-commercial investment and financial advice forum on WVXU on Saturday mornings and continued doing so until WVXU merged with Cincinnati Public Radio in 2005. After the merger, Chris continued as a regular weekly contributor to the non-commercial financial advice efforts of Cincinnati Public Radio, joining the Board of Cincinnati Public Radio in 2019.

For nearly forty years, Chris has interviewed authors, academics, money managers, and CEOs, including Michael Lewis, Jeremy Siegel, Michael Farr, Burton Malkiel and Jim Rogers, sharing their insights with the investing public. Chris’ interest in history and investor psychology informs his investment discipline and led to several appearances on National Public Radio’s “Early Morning Edition” with Carl Kassel, “All Things Considered” with Robert Segal and Noah Adams, and “Morning Edition” with Bob Edwards. Chris served on the board of Tall Stacks for several years and was Board Chair of the Friends of the Harriet Beecher Stowe House from 2011 through 2019. Chris is now the vice president of Augusta College Echo Hall Association and a Director of the Emancipation Heritage Center. Chris and his wife Sheila have two daughters, Claudia and Annie, son-in-law Alex and granddaughter, Georgia.  He and his wife live in Augusta, Kentucky where they enjoy their renovation of their 220-year-old home and growing organic vegetables on their farm.

Deborah is a seasoned professional with decades of financial services experience who joined Quintus in the spring of 2025.  She will focus on helping deliver first-class and exceptional client experiences while providing our clients proper investment advice and guidance.

A lifelong Cincinnati resident, Debbie began her career in the financial services industry over 40 years ago.  With extensive experience in resolving operational issues, she possesses a strong background to assist clients in meeting their needs.  As a Financial Advisor for over two decades, Debbie’s primary objective is to deliver exceptional client service.   Debbie has worked and collaborated with Chris DeSimio for over 33 years and they both enjoy providing personalized advice while drawing upon their wealth management expertise.

Debbie holds a Bachelor of Arts degree in Economics from Denison University and an MBA in Finance from Xavier University.  She is actively involved in the local community and especially enjoys the many Cincinnati Arts programs.  Debbie’s favorite pastime is spending free time with her husband, Ralph and daughter, Alyssa.  She also enjoys gardening in the summer and traveling to new destinations.

Joe is a Financial Advisor with the Quintus Wealth Management Group of Wells Fargo Advisors. He serves clients in the community with their retirement, investment planning, education savings, and wealth management needs.

Joe also specializes in a wide variety of investment planning, such as annuities, life insurance, small business solutions and business retirement benefits. With extensive experience throughout major shifts in the markets, Joe has dedicated his career to delivering the personalized investment planning services his clients deserve.

Joe began his career out of high school by joining the United States Marine Corps and continued his military service over the next two decades in both active and reserve duty. During that time, he graduated from the University of Cincinnati with a Bachelor of Business Administration degree with an emphasis in Economics.
 
He then began his financial career with J.P. Morgan Chase Bank as a Private Client Banker and Small Business Banker working for them over the next 15 years. Joe retired from the U.S. military with 18 years of duty, having served three tours in Iraq. During those years, Joe also completed two master’s degrees from American Military University, specializing in both U.S. and European political and economic policy. Joe is a board member of the Clermont County Community Services Inc., which provides essential services to enrich and improve people’s quality of life through self-sufficiency.

 Joe and his wife of 27 years, Julie live in Loveland, Ohio. They have four boys, Dylan, Joey, Jack, and Brady, all of which have attended Miami University of Ohio. Joe enjoys traveling and experiencing the great outdoors with his family, and he is a die-hard Cincinnati Reds fan.

 Joe has been very proud to represent Cincinnati and the people of Ohio as both their financial advisor and a serving member of the military. Joe has brought expertise, knowledge, and understanding to all his clients through years of financial collaboration; he now looks forward to building the same kind of relationship with you.

Madison Hartley is a Financial Consultant with the Quintus Wealth
Management Group of Wells Fargo Advisors. She is immersed in the intricacies of significant wealth, and partners with our clients who value tailored advice, comprehensive wealth planning, and exceptional service. Madison helps our clients achieve their financial goals by developing customized strategies that support them at every stage of their financial journey.

Madison joined Wells Fargo Advisors in 2019 as one of the select number of Wealth & Investment Management interns nationwide. Upon graduation, she joined the firm as a Client Associate, where she strengthened her communication skills, deepened her commitment to service, and developed a strong ability to analyze and deliver results. Madison will now focus on comprehensive planning for our individual and institutional clientele, 401(k) plan management, and investment consulting for the team.

Madison graduated cum laude from Wittenberg University in 2020, earning a Bachelor of Arts in finance with a minor in business management. While in college, she was a collegiate athlete on the Wittenberg Women’s Golf Team. Madison is a member of Delta Gamma sorority, and while in college, she became President of the Wittenberg Investment Club and was a member of the Communication and Business Leadership Experience (CABLE). Madison holds Series 7, 65, and 63 registrations, demonstrating her commitment to professional growth and excellence in the financial services industry.

Outside the office, Madison enjoys spending time outdoors with her husband, Isaac, whom she met while playing golf at Wittenberg University and who was also a member of the Wittenberg Men’s Golf team. A competitive athlete at heart, she remains an avid golfer and has completed seven half marathons and one full marathon. Madison is also passionate
about cooking, tending to her summer garden, and of course, cheering on the Cincinnati Reds and Bengals.

Madeline joined our team in the fall of 2023 and is one of the friendly voices clients hear when they contact us.

As a Client Associate, Madeline is responsible for overseeing team services such as client engagement and onboarding, marketing and advertising, asset movement, and account maintenance. After the 2008 recession took place and she saw how it impacted loved ones, Madeline was curious to learn more about the financial industry. She was motivated to learn strategies to help create financial security, which she continues to cultivate while working with the Quintus Wealth Management Group today.

Before starting in the industry in 2021, Madeline obtained her Bachelor of Business Administration in marketing from the University of Cincinnati. A native Cincinnatian, some of Maddy’s favorite hobbies include cooking, bike riding and traveling. In her free time, Madeline enjoys spending time with her family, including her nieces and nephew, and spoiling her beautiful white husky.