Team
Joe Callahan
Certified Financial Planner™ | CEO
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...
Albert Vonderheide, CFP®
Director of Financial Planning
(513) 421-0811
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...
Kevin J. Egan
Financial Advisor | Principal
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,...
Jeffrey Creek, CFA®, CFP®
Director of Investments
(513) 421-0811
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...
Cindy Lofton
Operations Manager
(513) 421-0811