We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Joe Callahan

Certified Financial Plannerâ„¢ | CEO

(513) 421-0800

My name is Joe Callahan. I am a Certified Financial Planner™ and CEO of Callahan & Associates in Blue Ash, Ohio. I have been very blessed and enlightened from a young age. (continues ...)

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Albert Vonderheide

Paraplanner | Registered Administrative Assistant

(513) 421-0800

With over 15 years of experience, Al brings a lot of experience and knowledge to the group. (continues ...)

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Barb Bilby

Office Manager | Insurance Assistant

(513) 421-0800

Barb is our Indiana born and raised employee, graduate of International Business College, followed by 43 years in the insurance industry. (continues ...)

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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 girls. (continues ...)

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Jeffrey Creek

Investment Analytics & Research


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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