Real Solutions
Backed By Experience.
Our mission is to empower individuals, families, and business owners to achieve financial clarity and long-term success by providing personalized, fiduciary-driven wealth management solutions. We are committed to building enduring relationships based on integrity, and excellence—helping our clients navigate life’s complexities with confidence.
Ryan K. Schebo
Founder, Financial Planner
Ryan K. Schebo is a dedicated and client-focused financial planner with a passion for helping individuals, families, and business owners achieve long-term financial independence. With a strong foundation in financial principles and a commitment to personalized service, Ryan works closely with clients to develop comprehensive financial strategies tailored to their unique goals and life circumstances.
Specializing in areas such as retirement planning, investment management, risk mitigation, and tax-efficient wealth accumulation, Ryan takes a modern holistic approach to financial planning. By emphasizing education, transparency, and proactive communication, he empowers clients to make informed financial decisions with confidence.
Ryan brings over 13 years of experience in the financial services industry, is a 9-year member of Million Dollar Round Table. The Million Dollar Round Table is a global membership of independent financial professionals, and qualifiers are based on production. Ryan has been recognized in 2023, 2024, 2025 as Best-In-State, Top Financial Security Professionals by Forbes. The Forbes Best-In-State Securities Professional ranking, developed by SHOOK Research, evaluates, among other criteria, client retention, industry experience, compliance records, firm nominations, and assets under management. Portfolio performance is not included. Neither Forbes nor SHOOK Research receives a fee for these rankings.
In addition to working with clients, Ryan is actively involved in the community and regularly contributes to financial literacy initiatives and local workshops. Outside the office, he LOVES the beach with his family.
Amy Wenzler
Client Relationship Manager
Amy Wenzler is a Client Relationship Specialist with seven years of experience in the financial services industry. She supports the advisory team by managing client service needs, coordinating account activities, and ensuring a smooth and professional client experience.
A.J. Bernth
Financial Planner
Philosophy:
Being a Financial Planner is one of the best jobs in the world. That’s because I get to help people from all walks of life prepare for their financial future, with the focal point of reducing stress and fears around money. Tell me what your goals are, and we’ll work to achieve them together. No matter what stage of life you're in, I can help mitigate your financial challenges. So, whether you’re “Just Starting Out,” “Settling into Retirement,” or somewhere in between, let’s discuss your current financial situation, goals and challenges. Together we’ll develop a plan to help you find solutions to your financial challenges and meet your goals.
About me:
I am married to my beautiful wife, Autumn, blessed with a baby boy. We have two crazy dogs. Being a USMC veteran is an honor I carry. My hobbies fall into traveling, snowmobiling, playing golf, watching sports, and real estate investing.
Austin Cline, RICP
Financial Planner
Philosophy:
Being a Financial Planner is one of the best jobs in the world. That’s because I get to help people from all walks of life prepare for their financial future, with the focal point of reducing stress and fears around money. Tell me what your goals are, and we’ll work to achieve them together. No matter what stage of life you're in, I will mitigate your financial challenges. So, whether you’re “Just Starting Out,” “Settling into Retirement,” or
somewhere in between, let’s discuss your current financial situation, goals and challenges. Together we’ll develop a plan to help you find solutions to your financial challenges and meet your goals.
About me:
I was born and raised in a small town between Bellefontaine and Marysville, OH. I then took off for Dayton where I completed my Bachelor's at Wright State University while also playing for their baseball team. I played for the Tri City Valleycats professional team before returning to Dayton where I still reside today with my wife, young son and two pups. I enjoy being active, being outdoors hunting, fishing, and camping, and am a diehard sports fan for The Ohio State Buckeyes, Cincinnati Reds and Bengals.
RICP conferred by The American College.
Tara Wilson
Marketing Assistant
Tara is a Finance major at Wright State University with a strong interest in wealth management. She works alongside two financial planners and looks forward to building more experience in financial planning, office operations and client service.
Before her current role, she spent a year and a half assisting with financial plans, data entry, supporting in meeting preparation, and various administration projects. She also has a strong background in customer service. Driven, detail-oriented, and passionate about helping others make informed financial decisions, she is developing the skills and professional knowledge needed for a future career in wealth management.
Tara enjoys golfing, concerts, camping and adores her puppy, Jax.