The Team

Protectors of Success

We come from different backgrounds, each contributing our own educational, work and life experiences to the Columbus and Cincinnati Gryphon Financial Partners team, and we are united in our dedication and passion for bringing a client-centric focus, creativity and thoughtfulness to finding the right solution for your unique situation.

As we look to grow our firm, we will continue to add colleagues who share in our values and believe as we do that being a wealth management advisor is about building a lasting relationship that leads to your long-term success. It is only through your success that our company can prosper.

To learn more about each member of our firm, click on our photos below.

Joel J. Guth

CEO, Founder, Head of GFP Family Office

Catherine Z. Cory

Managing Director, Co-Founder, Director GFP Family Office

Randi Bellner

Managing Executive, Head of Strategic Planning and Development

Thomas M. Regan, CFP®

Director, GFP Family Office

Jeffrey R. Lagusch, CFP®, CPWA®

Director, GFP Wealth Management

Austin Altenburg

Director, GFP Wealth Management

Mark Fleming CFA®, FRM®

Director, Investment Management

Ian Hundley CFP®, CEPA®

Director, GFP Wealth Management

Michael Solik, CIMA®, CFP®, CPWA®

Wealth Management Advisor, Head of Investment Solutions

CJ Saunders

Wealth Management Advisor

Jeannie Sturges

Chief Compliance Officer, Director of Finance

Judy Roseberry, CRPC®

Marketing Strategist, Head of Center of Excellence

Maria Kardassilaris

GFP Family Office Director, Client Relations and Experience

Traci Nickels

GFP Wealth Management Director, Client Relations and Experience

Kimberly Clellan

Senior Client Relationship Manager

Maria Simmonds

Client Relationship Associate

Devon Buchanan

Private Capital Investment Associate

Colin Flanagan

Investment Research Associate

David Borchik

Client Relationship Associate

Renae Goodwin

Executive Assistant, Office Manager

Matthew Selan

Investment Intern

Callie Jacoby, CFP®

Director, GFP Wealth Management

Robert Swansboro, CFP®

Senior Investment Director, GFP Wealth Management

Jennifer Poirier, JD, CFP®, CEPA, CTFA

Director and Senior Relationship Advisor, GFP Wealth Management

Kristen Nicholson, CTFA

Director and Relationship Advisor, GFP Wealth Management

Ebony Harris

Senior Client Relationship Manager

Committed to
Excellence

Committed to Excellence

While our lead partners have worked together for over 20 years, all members of our team offer a wealth of experience supporting business owners, executives, and families alike. We invite you to get to know us. We expect to be working with you for a very long time.