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Daniel Souders is the President and founder of Souders Financial Group (SFG). He began his career in the financial services industry in 1989,.. (click on photo or name for more info.)

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Brian Schweder, AIF®

Vice President & Director of Retirement Plan Services

(513) 598-2400

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.

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Brian Giesting

Director of Branch Operations and Financial Advisor

(513) 598-2400

Brian Giesting serves as the Director of Branch Operations and is an LPL Registered Principal. As a Financial Advisor, Brian works with individual clients seeking to protect and grow their assets.

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Ryan Bonaventura is a Financial Advisor with Souders Financial Group where he specializes in the planning needs of Police and Fire Fighters.

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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.

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Michael Souders serves as the Director of Marketing and Business Development at Souders Financial Group. Michael is also an experienced Financial Advisor specializing in the wealth creation needs of individuals and families.

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Thomas Macey

Professional Plan Consultant and Retirement Plan Specialist

513-598-2400

513-598-2403

Tom Macey joined Souders Financial Group in a full time capacity in January 2016 to focus on plan sponsor consulting and plan participant education. Tom has spent over 10 years in the Qualified Plan as a third party administrator. He...

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Brenda Smith joined our team in 2007 as a Client Service Specialist at Souders Financial Group. Brenda takes the time to get to know each client and their family members.

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Holly Ward

Business Development and Client Relations Manager

(513) 598-2400

Holly Ward joined Souders Financial Group in April 2010. She is a Communication Specialist at Souders Financial Group where she serves a broad range of client needs.

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Marcy Mullins is a Client Service Specialist with more than 18 years experience in the financial services industry.

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Michele Gruber

Client Service Specialist

513-598-2400

513-598-2403

Michele Gruber joined Souders Financial Group in 2014 as a Client Service Specialist for Ryan Bonaventura. Michele serves a diverse range of client needs, from responding to and facilitating client inquiries, scheduling client meetings...

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Emily Souders

Client Service Specialist

513-598-2400

513-598-2403

Emily Souders joined Souders Financial Group in March of 2015. She serves as a Client Service Specialist and also assists the Director of Retirement Plan Services, Brian Schweder. Emily specializes in assisting retirement plan clients...

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