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 on both coasts and in various parts of the Midwest and Midsouth regions. Despite his travels, he returned home for college and to raise a family. Ben began his career focused on music education,...
Ben Grossheim
Financial Advisor
Ben is a Financial Advisor with Family Wealth Advisory Group, LLC®, where 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...
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
Kelly 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 game nights, exploring new local...
Corina Bowman
Operations Manager
Corina serves as the Operations Manager at Family Wealth Advisory Group, LLC®, where she oversees daily operations and ensures a seamless experience for clients and advisors. With a strong background in business administration and...
Dylan Serger
AI Solutions & Systems Engineer
Dylan was born and raised in the Cincinnati area and is proud to build his career in the community he calls home. Outside of the office, he enjoys golfing, cooking, baking, playing piano, and discovering new music. Dylan earned his...
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...