Our Profile

John Bradley, CIMA®

Managing Director, Financial Advisor

John works with individuals and families, mostly in the Ohio area, to help them build and preserve their wealth. Having served clients through three recessions and countless corrections, he has a strong foundation of experience in assessing the markets and providing strategies to help achieve specific goals. Whether you aspire to educate your children and grandchildren, plan your dream retirement, transition wealth to those you love or otherwise he welcomes the opportunity to discuss how you we can achieve this together.

John is a graduate of the University of Dayton, BS Finance. Being a lifelong learner, he has completed graduate coursework at Vanderbilt University, The Wharton School at University of Pennsylvania, and earned the prestigious CIMA designation with the Haas Business School at UC Berkeley.

He and his wife Susan belong to the Incarnation Parish with their three active daughters; Grace, Lily and Hope. Their family is involved in piano, violin, swimming and volleyball. Being outdoor enthusiasts, they enjoy golf, fishing and boating.

Travis King, CIMA®

Managing Director, Financial Advisor

Travis began his finance career in 1991 and remains committed to helping his clients with all financial decisions they will face, with particular focus on the decisions they may not have prepared for. He has earned the Certified Investment Management Analyst designation (CIMA ®), the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity, and investment consulting knowledge.

Travis is a graduate of Wright State University where he earned his BS in Business with a dual major of Accounting & Finance. He is an active cyclist and skiing enthusiast. Travis is also passionate about coaching youth sports and has spent the past several years on his community’s youth football board.

Travis is a proud Daytonian, having lived there the majority of his life. He and his wife, Patsy, live in Centerville and have three sons; Trey, Chris, and Landon. Trey attends and plays football at Duquesne University in Pittsburgh where he is studying finance. Chris is a varsity baseball player for Centerville High School and is active with the student radio station.  Landon is a good student who plays both football and basketball.  They are active members of SouthBrook Christian Church.

Brian Rathbun, CRPS®

Director, Financial Advisor

Brian builds successful long-term relationships with his clients that are premised on two qualities: mutual respect and trust. These are the cornerstones of his business that started back in 1993. He specializes in and is committed to customized financial, retirement, and estate planning, as well as working with small business owners and busy professionals.

Brian is a Wright State University graduate and holds the CRPS® designation (Chartered Retirement Plan Specialist).  As an active member of the Beavercreek community, Brian is deeply involved with and helps sponsor Beavercreek's Weekend of Jazz music festival. In addition, he spends his time as a volunteer and supporter of many local organizations (Hospice of Dayton, The Food Bank, Inc., Dayton VA Medical Center, The Dayton Community Blood Center).

Brian and his wife, Sandy, have two children, Tom and Rachel. As a family they are big supporters of the Beavercreek High School Marching Band (one of the biggest bands in the state). Brian also enjoys golf, running, traveling, and spending time with his family.

Tony Schock, CRPS®

Director, Financial Advisor

Tony began his career in 1994 with a passion to serve others while concurrently helping them take a sound investment approach to reach their goals. Family is very important to Tony; this mentality extends into his business as he serves others in the community. He looks at serving his clients like they are part of his extended family and loves it when his clients are impactful to the community also.

Tony is a graduate of Wright State University where he earned his BS in Finance and Financial Services. He also earned the Chartered Retirement Plan Specialist® designation from the College for Financial Planning.

A lifelong resident of the buckeye state, Tony, his wife, Marcia, and their two daughters currently live in Beavercreek Township. He frequently volunteers at local charities like Hospice of Dayton, Dayton Food Bank, and the Community Blood Center. In his spare time he enjoys gardening, playing basketball, and fishing.

Patrick Beyerle, CFP®, CRPC®

Financial Advisor

Patrick has nearly a decade of experience leading our client’s financial planning needs and team operations. His passion for making a positive, measurable impact on our clients is portrayed through his carefully constructed plans, team commitment and community involvement.

Upon graduating cum laude from the University of Dayton with his M.B.A. and B.S. degrees in Finance and Accounting, he earned his CERTIFED FINANCIAL PLANNERTM certification, Chartered Retirement Planning Counselor (CRPC®) designation & series 7, 66 and insurance licenses.

Outside the office, Patrick is a leader on the South Dayton Young Professionals Board of Directors where they strive to attract, develop and maintain exceptional young talent in the region.  He and his wife, Michelle, are animal lovers having rescued two dogs and a cat of their own. He also enjoys spending time with family, friends, golfing, traveling and practicing his marksmanship.

Katherine Beasley

Client Assistant

Emily Myers

Client Specialist

TeEdika Thorpe

Client Assistant

Gabriella Capestrain

Client Assistant

John Schaffstein

Client Assistant

Nathan Marcus

Client Assistant

Brooke McConahy

Client Specialist