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.

Brian Giesting

Financial Advisor

Brian Giesting serves as a Financial Advisor and Registered Principal. As a Financial Advisor, Brian works with individual clients seeking to protect and grow their assets. Prior to joining SFG in 2007, Brian worked at Smith Barney in their Stock Plan Services Division, where he was a Senior Unit Manager. He also worked at Merrill Lynch as a member of their Branch Management Team. Brian earned his Bachelor of Science degree in Business Administration from the University of Cincinnati.

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.

Thomas Macey

Professional Plan Consultant and Retirement Plan Specialist

Tom Macey joined Souders Financial Group in 2016 to focus on plan sponsor consulting and plan participant education. Tom has spent over 10 years in qualified plan services as a third party administrator. His areas of expertise include 401(k) plan design, plan compliance and plan administration. Tom also has expertise in Property and Casualty Insurance planning. He earned his Bachelor of Business Administration from the University of Cincinnati.

Matthew Berning, CFP®

Financial Advisor

Matthew Berning joined Souders Financial Group as a Financial Advisor in July of 2019. Prior to that, Matthew worked at Fidelity Investments for over 4 years with a focus in equity compensation and workplace retirement planning. Throughout his career, Matthew has had experience helping clients manage the risks associated with saving and investing, as well as developing comprehensive financial plans for clients. In 2018, Matthew earned the CFP® certification. Matthew graduated from Miami University’s Farmer School of Business in 2015 with a degree in Finance. While a student at Miami, he also interned at Souders Financial Group for the summer.

Holly Ward

Business Development and Client Relations Manager

Holly Ward joined Souders Financial Group in April 2010 after gaining 7 years of experience with Citibank as a Revenue and Sales Integration Specialist. Holly serves a diverse range of client needs, from responding to and facilitating client inquiries, scheduling client meetings, and assisting in implementing new accounts.

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.

Patrick Hayes

Chief Compliance Officer

Patrick is a business partner who serves as Chief Compliance Officer at Souders Financial Advisors. He directs the effective integration of the firm’s compliance program, including the creation and implementation of written policies and procedures governing all activities of the adviser. Patrick serves as senior counsel with Calfee, Halter & Griswold LLP and provides extensive legal, compliance, and financial services industry experience across a broad array of subject matters related to registered investment advisers. Patrick earned his J.D. from the University of Cincinnati College of Law and received his BA from the University of Notre Dame. Patrick is also a Board Member of the National Society of Compliance Professionals.

Nancy Hart

Business Manager and Front Desk Coordinator

Nancy joined Souders Financial Group in 2022. She is taking on the position of Business Manager and Front Desk Coordinator. She comes to SFG from Xavier University, where she worked in the Dean’s Office of the College of Professional Sciences for the last 10 years. Nancy has been a longtime friend of many in the firm, and will be an excellent addition for our clients and staff alike.

Complimentary Review

Visit Us

5968 Bridgetown Road
Cincinnati, OH 45248

Souders Financial Group, Inc.

This email address is being protected from spambots. You need JavaScript enabled to view it.
(513) 598-2400

Clients

Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor. Private Client Services and Souders Financial Advisors, LLC are unaffiliated entities. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Click here for more information and Souders Financial Advisors ADV Part 3.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
Copyright © 2018 Souders Financial Group, Inc. | Powered by AdvisorFlex