We put the best interest of our clients first.
From a foundation of integrity, we seek excellence in all our endeavors.
Our team, The Stuard & Thornberry Group, is a Private Investment Management (PIM) team supported by the resources of Baird. We provide comprehensive wealth management services to individuals, families and organizations in a family office environment.
We believe that a successful wealth management strategy begins with planning: setting goals and objectives along with a timeline for their achievement. Therefore, we are committed to understanding each client’s unique financial situation. Our disciplined approach to investment management is built around a thorough understanding of your priorities.
Elaina Stuard has worked in the financial services industry since 1987. Her broad experience includes stock and bond analysis, portfolio management, financial planning, and mutual fund administration. Additionally, with two children of her own with disabilities, Elaina has a unique perspective in developing financial solutions for families with similar challenges.
Elaina earned her MBA from Xavier University after graduating magna cum laude from Boston University with a degree in economics.
Elaina resides in the Blue Ash suburb of Cincinnati with her children and her husband, Jim. She serves her community through a variety of organizations particularly focused on mentoring women in business and advocating for individuals with disabilities. She relaxes by gardening and tooling around in her Mini Cooper when she isn't cheering on the Cincinnati Reds.
Ohio Insurance License #0H13641
Jonathan Thornberry, CPWA®, CFP®
Jonathan began his career in the financial services industry in 2001 shortly after graduating from Centre College. Since that time he has been committed to continuous learning for the benefit of his clients having earned the professional certifications of CFP® and CPWA®. He has developed extensive experience implementing financial and estate planning strategies for client families utilizing a holistic values based approach to wealth management.
Jonathan currently lives in Northern Kentucky with his wife, Dawn and their two children. He has a passion for helping others and currently serves on the Board of Trustees for the Freestore Foodbank Foundation and the Children’s Law Center.
He truly believes that time is our most valuable asset and when given his choice he spends it with his family, volunteering, traveling and relaxing at the lake. An early riser, you can also find him “enjoying” a CrossFit workout most weekday mornings.
Ohio Insurance License #0H20081
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.
Cory Curry, CFP®
Cory started his career with Baird in 2007, previously serving as an office intern, portfolio specialist, and associate financial advisor. Through these experiences, he has gained a well-rounded understanding of Baird and the financial services industry.
Cory graduated from the University of Cincinnati with a B.S. in Finance and Accounting. In addition, Cory is a CERTIFIED FINANCIAL PLANNER™ professional who has met the education and industry experience requirements of the College of Financial Planning.
Cory resides in Villa Hills, Kentucky with his wife, Kristen, son, Carson and their Aussiedoodle, Finlay. His interests include the outdoors, following UC athletics, and watching soccer. He can also be found playing Gaelic Football on Saturdays.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.
Justin Dammel, CFA
PWM Portfolio Specialist
Justin became part of the Stuard & Thornberry Group in April of 2016. He is responsible for research and assisting in the portfolio management functions for the team.
Justin earned his undergraduate degree from Ohio University and his MBA with a concentration in Finance from Xavier University. Justin is a CFA charter-holder and a member of the CFA Society of Cincinnati. Justin has 15 years of experience in the investment business, including roles in portfolio management and securities analysis.
Kimberly K. Hacker
Kim has been dedicated to providing excellent client service since she joined The Stuard & Thornberry Group in 2004. She possesses more than 20 years of experience in client correspondence and communication. Kim serves as the team’s communication specialist, which includes the coordination of all client correspondence, maintenance of client contact database, client service enhancements, client events, and special projects.Kim resides in the Anderson area and is the mother of two. She enjoys various outdoor activities including gardening and hiking.
Michelle D. Chester
Michelle joined The Stuard & Thornberry Group in September 2013. With over 12 years of dedicated client service experience, she serves as the team's cash, tax reporting, and performance review specialist. She focuses on the money movements and cash needs of our clients, overseeing periodic distributions, paying bills, and processing both charitable and family gifts. Michelle is also the go-to person for many of our clients and their accountants for help with finalizing and filing their tax returns and payments.Michelle graduated from Miami University with a bachelor’s degree in English Literature.Michelle lives in West Chester with her husband Stephen, son, and newborn twin daughters. She enjoys reading, cooking, practicing yoga, and spending time with her family and friends.
Will joined the Stuard & Thornberry Group in October of 2018 after working in the 3rd party logistics business. There he honed his client communcations skills and attention to detail. Will assists with insurance, annuities, and investment management. Will graduated from Wittenberg University in 2016 with a bachelor's degree in Business. He was also a 4 year athlete playing both football and lacrosse. Will resides in Milford. He enjoys the outdoors, drinking craft beer and music.