About

Meet The Team

Our Team Approach Makes All the Difference

At Souders Financial Group, you will work directly with a primary advisor and develop a strong relationship to ensure all your needs are addressed. You will also benefit from the experience of our team of advisors who have collectively attained the designations of CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant, Retirement Income Certified Professional and Accredited Investment Fiduciary. These credentials attest to our high standard of excellence and our ongoing commitment to educating ourselves for the benefit of our clients.

We take pride in our open communication and accessibility, and will work diligently to help ensure your needs are fulfilled. Whether you are an individual looking to your future or an employer looking after your company, count on us to place your needs first as we seek to not only meet your expectations, but far surpass them.

Daniel Souders, CFP®, RICP®

President and Founder

Daniel Souders is the President and founder of Souders Financial Group (SFG). He began his career in the financial services industry in 1989, working as a Financial Advisor in Cincinnati. He founded SFG in 1992. As a CERTIFIED FINANCIAL PLANNER™ professional, Dan specializes in the financial planning needs of individuals and families, as well as the unique needs of small business owners. Dan earned his Bachelor degree in Business Administration from the University of Cincinnati and later earned his CFP® certification from the College of Financial Planning. Dan is also a Retirement Income Certified Professional.

Brian Schweder, AIF®

Vice President & Director of Retirement Plan Services

Brian Schweder joined Souders Financial Group in 1998. As Vice President and Director of Retirement Plan Services, he is adept in ERISA, serving a broad range of needs for our business retirement plan clients and their plan participants. As a Financial Advisor, Brian also works with individuals and business owners, helping to develop comprehensive strategies that address and help pursue their diverse financial planning needs. Brian earned his Bachelor of Science degree in Business Administration from Thomas More College. Brian also has the Accredited Investment Fiduciary designation.

David Treft

Financial Advisor, CPA®

David Treft is a financial representative and insurance specialist for Souders Financial Group. He works with both individual and business clients, addressing their long-term planning needs. He brings extensive experience and insight to SFG clients as a result of his diverse financial services background. Prior to joining SFG in 2011, he served as a financial representative for Northwestern Mutual Financial Network, sales manager for MassMutual Financial Group and a Certified Public Accountant (CPA®) with KPMG. David graduated from the University of Cincinnati earning a Bachelor of Science degree in Accounting.

Michael Souders, CFP®

Financial Advisor

Michael Souders is a Financial Advisor specializing in the wealth creation and financial planning needs of individuals and families. He also has experience in retirement income planning for retirees and clients approaching retirement. As a CFP® professional, Michael believes in taking a comprehensive approach to financial planning and is committed to an on-going relationship with his clients. He joined Souders Financial Group in 2011 after graduating from Miami University’s Farmer School of Business with a degree in Marketing. In 2017, Michael earned the CFP® Certification.

Marcy Mullins

Client Service Specialist

Marcy Mullins is a Client Service Specialist with more than 18 years of experience in the financial services industry. She joined the practice in 2013 and serves as the personal administrative assistant to President and founder, Dan Souders, and the broader Souders Financial Group team in serving a diverse range of client needs, from responding to and facilitating inquiries, scheduling client meetings, and responding to services requests and correspondence. She earned an Associates degree in Business Management from Miami University.

Emily Hoffman

Client Service Specialist

Emily Hoffman joined Souders Financial Group in March of 2015. She serves as the personal administrative assistant to the Director of Retirement Plan Services, Brian Schweder. Emily specializes in assisting retirement plan clients and participants, managing retirement plan documents, and processing retirement plan contributions and distributions. She also coordinates client meetings and maintains client relations. Emily graduated from Ohio University in 2014 with a bachelor’s degree in the Science of Education. With her education background, Emily is committed to educating and serving all clients at Souders Financial Group.

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