Team
Ben Humbert
Wealth Advisor
513-755-7537
Ben has been a wealth advisor with The Stevens Group since 2021. Ben tries to lead a life of helping others and since joining The Stevens Group he has been able to continue this through education and promoting financial freedom. Ben...
Dawn Spiker
Client Services Coordinator
513.755.7537
Dawn joined Stevens Investment Group and Stevens Insurance Agency as a licensed Insurance Agent in 2010. She is the Account Representative for the insurance side of the business. In addition to having a Property & Casualty Insurance...
Jeff Minner, CPA
Wealth Advisor
Jeff has been a wealth consultant with The Stevens Group since 2018. Jeff has a passion for helping others establish and achieve their goals through education and encouragement. Jeff has over 20 years of experience as a CPA. He holds a...
John Stevens, M.S. Ed, PPC
Owner & Wealth Advisor
513.755.7537
John is the owner of Stevens Investment Group, Inc., Stevens & Associates and Stevens Insurance Agency in West Chester, OH. John has over 22 years of experience in the field of wealth building, retirement planning and estate planning....
Lisa Gerdeman
Financial Consultant
Lisa joined the Stevens Group in 2016 as a Financial Consultant in the investment group. She graduated from the University of Kentucky with a Bachelor’s degree in Business Management and Marketing,
Mark Howie
Wealth Advisor
513.755.7537
Mark has been a wealth consultant with Stevens Investment Group since 2013. Mark has a passion for educating people in the area of investing and for helping clients "win with money.” Mark has developed his professional portfolio...
Melissa Leathers, CPA
Financial Consultant
513.755.7537
Melissa has been with the Stevens Investment Group since 2010 and has been a *SmartVestor Pro for Dave Ramsey since 2012. It is a perfect fit for her to fulfill her passion of seeing people change their family’s future ...
Sandy Eisele
Client Services Coordinator
513.755.7537
Sandy has worked with John Stevens on investments since 2000, and officially joined Stevens Investment Group full-time in 2006. Sandy is the Senior Client Services Coordinator and works closely with John in all aspects of the financial...