Raymond Gettins

Director of Business Development

Ray’s interest in investments and finance started early as he began “investing” with his uncle’s help at age 13. In addition to being a graduate of Miami University with degrees in Diplomacy & Foreign Affairs, Political Science, History & Economics, he has 25 years of experience in the Financial Service Industry working with Individuals as well as businesses and foundations. Ray has earned the Certified Retirement Counselor Designation and he has the following licenses: Life & Health and Series 6, 63, & 65 securities registrations.

Ray spends his free time working out, gardening, reading, and attending concerts. He lives with his wife Kristen and his 2 daughters, Marisa & Lauren. 

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Paul Ganim

Director of Compliance and Education

Paul has held multiple financial planning roles working directly with individuals and their families to craft smart and successful financial strategies, then most recently worked with non-profits including hospitals, universities, government agencies, and business clients looking to improve their retirement benefits offering for employees. Over the years, Paul held a variety of supervisory positions where he supported the development of rep-advisors and associated compliance monitoring solutions for sales and investments departments.

Paul earned his Bachelor’s degree in Business Administration with a minor in Economics from the University of Cincinnati in the mid-90s. His professional securities registrations include the FINRA series 7, 63, 66, and supervisory registrations of the Series 9, 10, and 24.

His wife, Hetal has happily kept Paul around for 18 years of marriage since 2001, although their story started as high school sweethearts after sharing a few classes at Walnut Hills. They have two fantastic daughters – Maya (12) and Sara (8), and when he’s not working or brewing his favorite craft beer, Paul tries to spend time every day learning or experiencing something new with his daughters. They’re all quite busy with a variety of other family activities including basketball, soccer, volleyball, piano, singing, hiking, bicycling, skiing, and more.

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Steven Loveless, MBA, CPA®

Portfolio Manager

Steven grew up in northern Indiana, the heart of the rustbelt in a small, factory town. He credits his work ethic to watching his parents work overtime or multiple jobs for most of his life. Focused on athletics, he received a full-ride basketball scholarship until he had a knee injury that forced him to shift his efforts towards academics.

Outside of work, he admittedly still thinks about his work. He enjoys reading about investing as much as possible and loves pouring through economic data. He still retains his athletic side, though – in his free time, he enjoys exercising and following professional football.

His desire is to support and leave an impact in supporting the STEM discipline. His grandfather was an engineer for GM, his mother is a math teacher, and his sister working on obtaining her PHd in Nuclear Physics – it runs in his family and he sees the tremendous value in supporting STEM in public education. 

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