Advisors at this firm
Benjamin F
CFP®, Series 65
Columbus, OH
Frazier Financial Advisors, LLC
Benjamin Foor is a CFP® with 12 years of industry experience, currently with Frazier Financial Advisors, LLC in Columbus, OH. He has worked at Frazier Financial Advisors since 2013 and was also affiliated with Triad Advisors, Inc. from 2013 to 2022. In addition to his advisory role, Mr. Foor prepares tax returns for clients of Frazier Financial Advisors. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets through a team of 16 advisors. The firm offers discretionary and non-discretionary investment management along with financial planning, utilizing a range of investment methods and providing integrated tax, estate, and philanthropic planning.
Leo K
Series 65
Columbus, OH
Frazier Financial Advisors, LLC
Leo Kleban is a financial advisor at Frazier Financial Advisors, LLC in Columbus, OH. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Enterprise Mobility and Trader Joe's before joining Frazier Financial Advisors in 2025. Frazier Financial Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets across a team of 16 advisors, offering discretionary and non-discretionary investment management, financial planning, and fiduciary services with a focus on customized portfolios and integrated tax, estate, and philanthropy planning.
Brian H
CFP®, Series 66
Columbus, OH
Frazier Financial Advisors, LLC
Brian Houts is a CFP® professional with 14 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has held roles at Private Client Services and Triad Advisors, and has been with Frazier Financial Advisors since 2018. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management alongside financial planning and fiduciary services, with portfolio strategies incorporating fundamental and technical analysis, Modern Portfolio Theory, and integrated tax and estate planning.
Colin W
CFA®
Columbus, OH
Frazier Financial Advisors, LLC
Colin White is a CFA® charterholder with experience at Frazier Financial Advisors, LLC since 2021. Prior to his advisory role, he held positions at Otterbein University, Miami University, Big Walnut High School, and operated AcesDiving LLC. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance and offers integrated tax, estate, and philanthropy planning alongside portfolio management.
Madeline K
CFP®, Series 65
Columbus, OH
Frazier Financial Advisors, LLC
Madeline Keegan is a CFP® professional with 10 years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Minerva Wealth Planning, J.W. Cole Advisors, Advanced Retirement Design, Global Financial Private Capital, and Nationwide Investment Services Corporation. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management, financial planning, and fiduciary investment services, with an investment approach that incorporates fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory.
Logan H
Series 65
Columbus, OH
Frazier Financial Advisors, LLC
Logan Hogrefe is a financial advisor at Frazier Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles at NetJets and the University of Miami. Hogrefe is also a registered representative with Private Client Services, LLC. Frazier Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages about $930 million in client assets through a team of 16 advisors, offering investment management, financial planning, and fiduciary services tailored to client objectives using a variety of analytical methods and model portfolios.
Annalisa S
CFP®, Series 65
Columbus, OH
Frazier Financial Advisors, LLC
Annalisa Sporrong is a CFP® and holds a Series 65 license with seven years at Frazier Financial Advisors, LLC and two years with Private Client Services. She previously worked at Issac Wiles, LLC for 17 years. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets. The firm offers discretionary and non-discretionary investment management alongside comprehensive financial planning, employing a range of investment strategies and providing integrated tax, estate, and philanthropy planning.
Emily W
CFP®
Columbus, OH
Frazier Financial Advisors, LLC
Emily Wilcher is a CFP® professional with nine years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Private Client Services, Triad Advisors, Mid Atlantic Capital Corporation, and Everhart Advisors. In addition to her advisory role, she is involved in tax preparation services through Frazier Financial Advisors. Frazier Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $930 million in assets across 16 advisors. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and fiduciary services, using a variety of investment strategies and integrating tax, estate, and philanthropy planning.
Victor S
Series 65
Columbus, OH
Frazier Financial Advisors, LLC
Victor Shott is a financial advisor at Frazier Financial Advisors, LLC in Columbus, Ohio, holding a Series 65 designation with one year of industry experience. His prior roles include work with Private Client Services and involvement in non-financial positions such as at Swenson Drive Ins and the Lawrence Township Roads Department. Frazier Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $930 million in assets across a team of 16 advisors. The firm employs a range of investment approaches, combining fundamental, technical, and cyclical analysis with Modern Portfolio Theory, and offers integrated tax, estate, and philanthropic planning alongside discretionary and non-discretionary investment management.
Austin N
CFP®, Series 66
Columbus, OH
Frazier Financial Advisors, LLC
Austin Neal is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Frazier Financial Advisors, LLC in Columbus, OH, and has prior experience with Cambridge Investment Research Advisors and The Bishoff Financial Group. Frazier Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering both discretionary and non-discretionary investment management along with financial planning and fiduciary services.