Wealth Dimensions Group, Ltd.

Daniel Vogelpohl is a financial advisor with Wealth Dimensions Group, Ltd. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Dimensions in 2017, he worked at Fifth Third Securities and Fifth Third Bank for a combined total of 32 years. Outside of his advisory role, Vogelpohl serves on the boards of several nonprofit organizations, including as Treasurer of the Cincinnati Parks Foundation and the Patty Brisben Foundation, and as a board member of Ronald McDonald House Charities of Greater Cincinnati. Wealth Dimensions Group, Ltd. advises individuals, pension plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value and core equity strategies, utilizing Dimensional Fund Advisors funds alongside other mutual funds, ETFs, and third-party managers.

Douglas Loftus is a CFP® professional with 23 years of industry experience, currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, OH. He has been with Wealth Dimensions since 2009 and also co-owns a practice management consulting firm for dentists and medical professionals. Additionally, he serves on the board of a biopharmaceutical company, providing oversight on corporate activities. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning and portfolio management. The firm employs a diversified, asset-allocation approach with an emphasis on value and incorporates both discretionary and non-discretionary mandates using quantitative and fundamental analysis.

Thomas Curti is a Certified Financial Planner® with over 23 years of experience in the financial services industry. He is affiliated with Wealth Dimensions Group, Ltd., where he has worked since 2009, and also has experience with Wealth Dimensions Family Office, Inc. Curti is a co-owner of a practice management consulting firm serving dentists and medical professionals and serves as a board member of the Leukemia & Lymphoma Society. Wealth Dimensions Group, Ltd. advises individuals, pension plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value investing, utilizing Dimensional Fund Advisors funds alongside other mutual funds, ETFs, and third-party managers.

Erik Smith is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Wealth Dimensions Group, Ltd. since 2016. The firm advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. Wealth Dimensions Group employs a diversified, asset-allocation approach with a focus on value investing and uses both quantitative and fundamental analysis to manage client portfolios.

Eric Loftus is a CFP® professional with 9 years of experience, currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, OH, where he has worked since 2009. He is licensed to sell insurance in Ohio to offer insurance products as a convenience to clients with such needs. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value and uses a combination of quantitative and fundamental analysis to manage client portfolios.

Thomas Cooney is a CFP® professional with six years of industry experience currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, Ohio. Prior to joining Wealth Dimensions, he worked at MCM CPAs and Advisors LLP for three years. He is a board member of Wesley Community Services, a nonprofit organization that provides meals and support services to senior citizens. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a value tilt and utilizes both quantitative and fundamental analysis across discretionary and non-discretionary mandates.

Sean Paddock is a financial advisor at Wealth Dimensions Group, Ltd. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for 11 years before joining Wealth Dimensions Group in 2020. Paddock is licensed to sell insurance in Ohio to provide insurance products to clients as a convenience. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value and uses both quantitative and fundamental analysis to implement discretionary and non-discretionary strategies.

Thomas Schiller Jr. is a CFP®-certified financial advisor with seven years of industry experience, currently with Wealth Dimensions Group, Ltd. in Cincinnati, Ohio, where he has worked since 2020. Prior to this, he was with Plante Moran and Plante Moran Financial Advisors from 2009 to 2019. Outside of his advisory role, Schiller serves as treasurer for a local political campaign and is a board member of the Beacon for Youth Foundation, a nonprofit organization supporting youth and families. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a value tilt and primarily uses Dimensional Fund Advisors funds, supplemented by other vehicles, while offering both discretionary and non-discretionary mandates.

Robert Feather is a CFP® and ChFC® with 14 years of industry experience. He currently serves at Wealth Dimensions Family Office, Inc. and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He holds insurance licenses in Ohio and Kentucky to offer insurance products to clients. Wealth Dimensions Family Office, Inc. provides family office and investment management services to high-net-worth individuals and their related entities, focusing on comprehensive financial planning, estate consultation, philanthropy support, and discretionary portfolio management. The firm emphasizes selecting and monitoring separate account managers and offers a range of administrative and consulting services tailored to its clients.