Broker Check

Team

Joe Callahan

Certified Financial Plannerâ„¢ | CEO

(513) 421-0800

Joe@Callahancincy.com

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®

Director of Financial Planning

(513) 421-0800

(513) 421-0811

Al@Callahancincy.com

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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Kevin J. Egan

Financial Advisor | Principal

(513) 421-0800

Kevin@Callahancincy.com

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®

Director of Investments

(513) 421-0800

(513) 421-0811

Jeff@Callahancincy.com

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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Cindy Lofton

Operations Manager

(513) 421-0800

(513) 421-0811

Cindy@Callahancincy.com

Cindy Lofton is the Operations Manager at Callahan Financial.  She brings over 20 years of experience to the Team.  She’s passionate about building lasting client relationships and making every client experience the...
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