Broker Check

Team

Joe Callahan

Certified Financial Plannerâ„¢ | CEO

(513) 421-0800

[email protected]

My name is Joe Callahan and I founded Callahan Financial in 1987. I have been very blessed and enlightened from a young age. At four years old, my father died of cancer and my mother raised myself and my three sisters. I learned how...
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Albert Vonderheide, CFP®

Paraplanner | Registered Administrative Assistant

(513) 421-0800

[email protected]

Al passed his Certified Financial Planner® test in 2006 and holds the FINRA 7, 66 and State Life and Health licenses. With over 15 years of experience, Al brings a lot of experience and knowledge to the group. Al has been married...
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Barb Bilby

Office Manager | Insurance Assistant

(513) 421-0800

[email protected]

Barb is our Indiana born and raised employee, graduate of International Business College, followed by 43 years in the insurance industry. The majority of her business career was in Indiana (Ft. Wayne and Indianapolis), followed by 6...

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Kevin J. Egan

Financial Advisor | Principal

(513) 421-0800

[email protected]

Kevin is a native Cincinnatian who graduated from the University of Cincinnati in 1986. After spending a few years in Colorado he returned to Cincinnati and married his wife Stacy and they have 4 daughters. Prior to joining our team,...

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Jeffrey Creek, CFA®, CFP®

Investment Analytics & Research

(513) 421-0800

[email protected]

Jeff is the newest member of the Callahan team. He brings nearly 30 years of investment experience with the last 15 years as the Director of Research for a large firm in Cincinnati. Jeff holds both the Chartered Financial Analyst and...

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