Within his role as both a financial advisor and managing director, John works with individuals and families, mostly in Ohio and Florida, to help them build and preserve their wealth. He fosters a mantra "If you help enough people in life, you'll find that they will help you". Meeting new people and becoming part of their team to help meet their life and aspirational goals is something that John truly loves about his career. Having nearly four decades of experience in the financial markets, John has served clients through three recessions and countless corrections. He has a strong foundation of experience in assessing the markets to provide clarity in headlines and adjusting individual financial plans to meet your evolving goals. Whether you aspire to educate your children and grandchildren, plan your dream retirement, transition wealth to those you love or otherwise, he welcomes the opportunity to discuss how to achieve this together.  For successful families, being a partner to help understand and mitigate the impact of taxes provide a meaningful and lasting value.

John is a graduate of the University of Dayton where he earned a bachelor’s degree in Finance. Being a lifelong learner, he went on to complete graduate coursework at Vanderbilt University, the Wharton School at the University of Pennsylvania and earned the prestigious CIMA® designation with the Haas Business School at UC Berkeley. In 2023 he earned the Certified Private Wealth Advisor designation completing coursework at the University of Chicago's Booth School of Business. John has been recognized by Forbes for one of the Best-In-State Wealth Advisors in Ohio.

He and his wife, Susan, belong to the Incarnation Parish with their three active daughters; Grace, Lily and Hope. Being an outdoor enthusiast, John is an avid golfer, boater and enjoys fishing. He is also on the Board of Trustees for Archbishop Alter High School and has volunteered with a number of educational not-for-profits.

Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst and “CPWA”, and “Certified Private Wealth Advisor”. Use of CIMA, CPWA, and/or Certified Investment Management Analyst, and/or Certified Private Wealth Advisor, signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

John Bradley received the Forbes Best-in-State Financial Advisor recognition in 2026, 2025, 2024, 2023, 2022, and 2021.

Rankings based on data as of June 30th of the previous years, and recognition announcements published in April of the following years.

The third party was Forbes. Compensation was not applicable for this award.

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Travis began his finance career in 1991 and remains deeply committed to guiding clients through the financial decisions they face—especially those they may not have anticipated. He holds the Certified Investment Management Analyst® (CIMA®) designation, the only financial services credential accredited by the American National Standards Institute, representing the highest standard of credibility, integrity, and investment consulting expertise.

A graduate of Wright State University, Travis earned his bachelor’s degree in business with a dual major in accounting and finance. Outside of work, he is an avid cyclist and skiing enthusiast. He is also passionate about coaching youth sports and has spent the past two decades actively involved in his community’s football, baseball, and basketball programs.

A proud Daytonian, Travis has spent most of his life in the area. Happily married for 30 years, he and his wife, Patsy live in Centerville and are proud parents of three Sons; Trey, Assistant Director of Player Personnel and Football Recruiting Scout at the University of Pittsburgh; Chris, a broadcaster and educator at Centerville High School; and Landon, a finance student at the University of Kentucky’s Gatton College of Business and Economics.

Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Brian has been dedicated to building strong, lasting client relationships since 1993, guided by mutual respect and trust—the foundation of his practice. He specializes in creating personalized financial strategies, including retirement planning, estate planning, and charitable giving and partners with small business owners and busy professionals to help them achieve their long-term goals. Brian is passionate about helping clients reach financial success and is honored to witness the transformative impact it has on every other aspect of their lives. 

A graduate of Wright State University, Brian holds the Chartered Retirement Plan Specialist (CRPS®) designation. He is also a passionate advocate for behavioral finance and has earned a certificate in Behavioral Advice from Shaping Wealth, equipping him to help clients navigate all market conditions and make confident, informed decisions about their financial futures. 

Brian is deeply engaged in the Beavercreek community, actively supporting local nonprofit organizations through volunteer efforts and charitable initiatives. He and his wife, Sandy, make their home in Beavercreek, Ohio, and enjoy spending time with their two adult children, Tom and Rachel, who also live in the Dayton area. Outside of the office, Brian enjoys golfing, running, and caring for his beloved “grand pups.” His favorite place to unwind is at Watts Bar Lake in Tennessee with family, and he never misses a chance to cheer on the Buckeyes at Ohio Stadium.

Tony began his financial services career in 1994 while earning a bachelor’s degree from Wright State University.  Along with the team, he truly has a passion to serve clients and believes in setting goals to coincide with sound holistic wealth management.  He also earned the Chartered Retirement Plan Specialist® (CRPS®) designation from the College for Financial Planning early in his career.

Tony and his wife come from bigger families, so being family oriented is a natural focus. Tony looks at his clients as extended family and really appreciates the relationships he’s built with them.

Tony lives out the team mission of making a positive impact to the local community by supporting Christian organizations like Carroll High School, Dayton Target Ministries, and Dayton Urban Young Life to name a few.

Tony and his wife Marcia have been lifelong residents of the state of Ohio and currently reside in Beavercreek Township.  They also have two grown daughters that also reside in the Buckeye state (OH).  Tony is a skilled angler, marksman, and gardener.

With almost 15 years of experience in family wealth management, Patrick is dedicated to making a meaningful impact on his clients’ lives. His approach is rooted in behavioral finance, helping clients navigate the emotional and psychological aspect of financial decision-making to align their wealth with their purpose.

Coming from a family of multiple small business owners and married to a physician, Patrick has first-hand insight into the unique challenges faced by business owners and medical professionals. He specializes in guiding clients through complex, multi-generational wealth management, offering financial planning to help families preserve, protect, and grow their wealth across generations.

He earned both his M.B.A. and B.S. in Finance and Accounting from the University of Dayton, graduating cum laude. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and the Chartered Retirement Planning Counselor^SM (CRPC®) designation.

Born and raised in Dayton, Patrick is committed to being a community steward and providing a positive impact. He currently serves on the Finance Committees for both Preschool Promise and Pink Ribbon Good, while supporting numerous local charities and organizations. He also shares his expertise by educating Medical Residents and University of Dayton students on the foundations of financial management.

Outside of work, Patrick enjoys life to the fullest—whether he's on the golf course, spending time with loved ones, dining out, or traveling. He’s passionate about connecting people and building meaningful relationships, both personally and professionally. Patrick and his wife, Michelle, also share a deep love for animals and have opened their home to several rescue pets over the years.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Chartered Retirement Planning Counselor and CRPC trademarks are registered service marks of the College for Financial Planning in the United States and/or other countries.

Emily is the PWM Team Client Service Lead with The FWP Group. She joined the group in 2017, starting as a marketing associate and working her way up to obtaining the CERTIFIED FINANCIAL PLANNER™ certification in 2024. She enjoys coordinating with advisors and clients to help ensure clients are meeting their goals. Helping individuals navigate through all of life’s situations is part of what makes this industry so special to her.

Emily was born and raised in the greater Dayton area and graduated from Wright State University with a bachelor’s degree in Finance and Economics.

When she’s not working, you can find Emily being active running, hiking, spending quality time with her family and friends, or volunteering with various local organizations.

As one of our team’s client assistants, TeEdika enjoys helping clients through various life stages and being able to help them reach their life goals. Day to day, she provides support to advisors, manages and maintains client accounts and develops strong personal relationships with clients.

TeEdika grew up in Xenia and graduated from Xenia High School. She joined the Family Wealth Partners team in 2008.

Outside of work, TeEdika enjoys spending time with family and friends, especially on beach vacations.

As a Senior Client Specialist, John takes pride in building strong relationships with clients, while seeing clients grow and measure progress through financial planning. His list of duties include generating financial plans and investment reports, serving as the technology concierge, assisting clients with online services and scheduling client reviews. John enjoys being able to learn the ins and outs of the financial planning industry from top advisors at The FWP Group.

John has received his bachelor's degree in business administration with a major in finance from the University of Dayton in 2020. He interned with The FWP Group for a year and a half prior to joining full time upon graduation. He is fully licensed with the Series 7, 66, and Life and Health Insurance licenses.  He has also earned his Wealth Management Certified Professional (WMCP®) designation.

Outside of work, John likes to golf, travel, be outdoors, root on his Dayton Flyers and enjoy spending time with family and friends.

Helping people navigate stressful situations and plan for their futures is what Brooke focuses on as a Senior Client Specialist. She enjoys working alongside the advisors to ensure clients receive excellent service by assisting with meeting preparation, account transactions, and paperwork.

Brooke graduated from Wright State University with a bachelor’s degree in financial management in 2017. Prior to joining the FWP Group in 2021, she was a Financial Planning Assistant. She has obtained her Series 7, Series 66, and Ohio Life, Health, and Accident insurance licenses. She also earned the Wealth Management Certified Professional (WMCP®) designation.

Brooke is originally from Washington Court House, Ohio and now lives in Springboro. When she is not working, she enjoys traveling, working out, and spending time with her friends and family.

As a client assistant with the FWP group, Alexis supports client service operations. She works closely with the advisors to complete various tasks including scheduling meetings, taking phone calls, and assisting clients with their needs. Alexis enjoys knowing that she is helping our clients to meet both their financial and personal goals.

Alexis attended West Liberty University and graduated with two bachelor degrees in Financial Planning and Marketing in 2024. She also obtained her MBA with a concentration in Management in 2025 before joining the team.

Outside of work, Alexis enjoys spending time with her family and friends. She also loves to play golf, bake, cook, and do anything artistic.

Gellie Henegar is an experienced client service professional with a strong background in customer experience, banking, and mortgage servicing. With more than a decade in client-facing roles and nine years in financial services, she provides dependable support and makes sure she delivers high‑quality service. Gellie is passionate about helping clients reach their goals, ensuring they feel supported every step of the way. She is deeply committed to making clients feel heard, valued, and cared for. 

Gellie earned her Bachelor of Science in Community Development from the University of the Philippines, where she developed a strong appreciation for people‑centered service and community engagement—values that continue to guide her professional approach today. 

Outside of the office, Gellie enjoys spending quality time with her family and friends. She is a proud mom who loves watching her daughter excel in martial arts. In her free time, she stays active through working out, running, hiking, and practicing yoga.

As a client specialist, Jon builds strong relationships with clients while working closely with advisors to help clients achieve their financial goals. Jon supports the advisors in many ways, including opening accounts, placing trades, and generating client paperwork.

Jon has previous experience working in the finance industry, and has a Bachelor’s degree in financial services from Wright State University. He is fully licensed with the Series 7, 66, and Life and Health Insurance. 

When he is not working, he enjoys spending time with his friends and family, or planning his next hike!

Meredith Schock is a Dayton, Ohio native. She moved to Cincinnati to attend Xavier University, where she earned her Bachelor’s degree in Finance. During her time at Xavier, she gained valuable experience working as an insurance agent with State Farm and interning at Baird’s Dayton and Cincinnati offices. 

After graduating, Meredith began her career as a Client Assistant with The Drummey Group at Baird in Cincinnati before returning to her hometown to join Baird’s FWP Group in Dayton. In her current role, she works closely with the advisors to complete various tasks including scheduling meetings, taking phone calls, and assisting clients. 

Meredith enjoys helping clients and is passionate about making a positive impact in their lives and assisting them in their goal towards achieving financial security and freedom.  In her free time, she enjoys running, traveling, spending time with friends and family, and volunteering at the Cincinnati Animal Care shelter as a dog walker and foster parent.

As a client specialist, Rachel is passionate about her role, because she knows the impact that financial freedom and security can have on people’s lives and families. She enjoys being able to dive in and understand the details to help make finances simpler for our clients while working with advisors to help clients meet goals that mean the most to them. Rachel supports the advisors by creating financial and investment plans, generating various analysis reports, and scheduling client reviews.

Rachel is a graduate of The Ohio State University with a bachelor’s degree in business administration with a specialization in finance along with a minor in Consumer and Family Financial Services. Prior to graduating, Rachel had the opportunity to be a summer intern for the team. Rachel is fully registered and licensed. Additionally, Rachel is affiliated with South Dayton Young Professionals.

Outside of work, Rachel enjoys spending time with family and friends, and her mini Goldendoodle, Rosie! She also enjoys working out, hiking, traveling, and spending lots of time boating on the lake in Tennessee!

As a marketing and events assistant, Tammy enjoys utilizing her creative side to plan events that are both enjoyable and educational for our clients and their families. She enjoys getting to know our clients and market research and applying that knowledge to help plan relevant events. She also enjoys working with the digital and social media side of marketing.

Tammy earned her bachelor’s degree in business administration at Indiana Wesleyan University and professional certification in Digital Marketing & Analytics from the MIT Sloan School of Business. Tammy has over twenty-five years of marketing experience and uses that expertise to help elevate the marketing side of the business.

Outside of work, Tammy enjoys spending time with her family, friends, and golden doodle. She loves art, music, cooking, baseball, hiking the great outdoors, and cheering on her grandchildren at their sporting events.

As a Client Specialist, Zach enjoys helping clients through different phases of life and takes pride in helping them achieve their financial goals. Zach supports the advisors through generating financial plans, conducting investment research, and assisting with meeting preparation. 

Zach has earned his bachelor’s degree in business administration with dual majors in finance and accounting from the University of Dayton in 2025. Zach interned with The FWP Group for a year and a half before joining full-time upon graduation. During this time, he also became fully licensed by obtaining his Series 7 and 66. He has also earned his Wealth Management Certified Professional (WMCP®) designation. 

Outside of work, Zach enjoys golfing, exercising, and spending time with his friends and family. Zach is also an active member of Springboro Baptist Church, where he regularly volunteers and participates in community outreach.