Our Team

Rob Grossheim

Owner/Financial Advisor

Rob’s interest in money and investing was heightened after watching the movie Wall Street in the mid-80s. While in college, this caused him to pursue an internship with an international brokerage firm in Cincinnati where he was...

Ben Linser

Financial Advisor

Ben, a Cincinnati native, has lived across the U.S. but always found his way back to his hometown. His career began in music education, leading him to join the Marine Corps as a Marine Musician. This experience paved the way for...

Ben Grossheim

Financial Advisor

Ben Grossheim is a Financial Advisor with Family Wealth Advisory Group. He is committed to helping individuals and families build confidence in their financial futures. A graduate of Miami University with a B.S. in Marketing, Ben began...

Paula Serger

Director of Operations

Paula began her career in transportation after earning a Bachelor’s degree in Information Decision Sciences from Xavier University. During this time, she married her college sweetheart and started a family with three children. Her...

Kelly Culp

Client Services Manager

Originally from Minot, North Dakota, Kelly Culp has been a resident of the Cincinnati area since the age of six. She has raised two children in the community and built many lasting friendships. Among her favorite pastimes are weekend...

Corina Bowman

Operations Manager

Corina Bowman serves as the Operations Manager at Family Wealth Advisory Group, where she oversees daily operations and ensures a seamless experience for clients and advisors. With a strong background in business administration and...

Anne Grossheim

Administrative Assistant

Anne and her husband, Rob, have been a team since their days as high school sweethearts! Anne pursued a career in elementary education, earning degrees from both Miami University and Xavier University. Following her tenure as a...

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