As president of The Arlington Group Investment Consulting, Lis Davies leads The Arlington Group's strategy, product offerings, and client services team. She aims to be a leader in the female focused financial advisory niche. Lis builds upon the group's strong foundation and core offerings to drive growth in the group as an emerging advisory company in the divorce, widowed and life transition niches, as well as high-net-worth families. She has extensive experience building long-term client relationships with leading executives at Fortune 500 companies, successful small business owners, high-net-worth families, attorneys, and other financial professionals. For the last 20 plus years, Lis has held key roles with Smith Barney, Morgan Stanley and The Arlington Group Investment Consulting.

Over the years, Lis has been active in her community through her work with Big Brothers Big Sisters, Women's Board of Franklin Park Conservatory, OSU Fisher School of Business Mentorship Program, Women’s Fund of Central Ohio, YWCA, Life Care Alliance, and the Columbus Cancer Clinic.

Lis is a graduate of The Ohio State University. She and her husband, Greg, live in Upper Arlington and together have five children. In Lis’ free time she enjoys playing USTA Tennis, pickleball, golf, traveling and spending time with family and friends.

This information is intended for use only by residents of AL, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, NY, OH, PA, SC, TX, WA, WI, WV.

CA Insurance Producer License Number 0L82252. Resident State Ohio.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

As a CERTIFIED FINANCIAL PLANNER™ professional with almost 20 years of experience, Jeff aims to help improve the financial wellbeing of his clients. He develops a plan to help reach your goals by understanding what is uniquely important to your family and you, such as sending your child to college, reaching your ideal retirement or creating a financial legacy that will live on for generations.

Jeff understands there are more important things in life than finances. Most important to him are his wife, Celena and their two children, Gwyneth and Harris.

Jeff is a board member for the Nick Rozanski Memorial Foundation and previously served as a board member of the Homeless Families Foundation, a non-profit dedicated to ending homelessness in Central Ohio. He greatly enjoys coaching and supporting Gwyneth and Harris’s sports. The Matthews are active members of St. Michael Church.

Jeff grew up in Canton, Ohio. He received his bachelor’s degree from American University in Washington, D.C. He furthered his education by becoming a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® professional. Please feel free to contact Jeff to see how he can help your family.

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CA Insurance Producer License Number 0G51200. Resident State Ohio.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Michelle Steinhaus is the Branch Manager and a Financial Advisor at The Arlington Group Investment Consulting, LLC. An industry veteran, client partner, and holistic strategist, Michelle uses her years of experience to help ensure we are delivering innovative solutions to our clients and their families.

Michelle began her career more than 25 years ago and has extensive experience in operations, account management and client services gained through previous roles held at Hilliard Lyons, Eisner Securities and Smith Barney/Morgan Stanley. Michelle is the true definition of a team player and brings a wealth of talent and knowledge to The Arlington Group Investment Consulting, LLC's clientele.

Michelle graduated summa cum laude with a BS in Business Administration and an MBA from Franklin University.

Outside the office, Michelle enjoys indoor cycling and golf. She lives in Columbus with her husband Jim and their cockapoo Norma.

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Carrin Wester is a registered financial advisor with an enthusiastic commitment to helping people achieve their financial goals. Her initial interest in this area was fostered while volunteering at a non-profit to help individuals and families to establish budgets and financial goals, as well as helping them set a roadmap to achieve those aims.

Carrin grew up in Upper Arlington but now calls Gahanna home. She is an active member of her community, playing a vital role in a number of critical civic efforts. Prior to joining The Arlington Group, Carrin was the communications director for the City of Gahanna and has also worked in both the insurance and legal services industries. She has significant personal and professional experience in estate planning, trusts and guardianships. She is a graduate of Capital University.

Away from the office, Carrin spends time with JP, her husband of 20 years, and their daughters Kendall and Lizzie. She is a member of the boards of the American Cancer Society Columbus Golf Classic, Gahanna YMCA, Gahanna Area Chamber of Commerce and the Civil Service Commission with the City of Gahanna.

Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

As part of our client service team, Suszanne is a great asset to The Arlington Group Investment Consulting. Suszanne has over 30 years of experience in the wealth management industry, enabling her to provide our clients with friendly, knowledgeable, and prompt service.

Suszanne began her career at Merrill Lynch as a client service assistant and has held a variety of positions throughout her career in operations, branch administration, and client service with other financial institutions such as UBS Financial Services and Smith Barney/Morgan Stanley. Suszanne has a comprehensive understanding of building client relationships and brings her considerable knowledge to serve our team and clients.

Outside of the office, Suszanne enjoys reading, traveling, and volunteering for several charities, including the St. Vincent de Paul Society. She is also an active member of The Church of the Ascension in Johnstown, Ohio. Suszanne lives in Pataskala with husband Tom, and their goldendoodle, Buddy.