Broker Check

Investments Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:

- Investing principles and strategies

- Retirement investing and distribution strategies

- Estate conservation issues

- Risk management


We also can answer your questions, including:

- Can I retire early?

- Are my investments working hard enough?

- What’s the best approach for college savings?

- What are the elements of a sound estate strategy?

- Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Lang Investments

Kim E Sherwood, AIF®

Branch Manager and Financial Advisor

513.699.2946

513.699.2947

[email protected]

Kim Sherwood is an financial advisor and branch manager with Cetera Advisor Nerworks LLC, who has worked in the financial services industry for over 15 years.

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Steve McAbee, AIF®

President

513.699.2966

513.699.2967

[email protected]

Steve McAbee joined Lang Financial Group in 1995 and became President in 1998. Steve has more than 30 years of management experience, including 23 in the financial services/insurance industry.

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Mike Roehm

Vice President

513.699.2974

513.699.2975

[email protected]angInvestments.com

Mike has been with Lang Financial Group since 1993. He focuses on employee benefits and employer sponsored retirement plans.

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Aaron Taylor, AIF®

Registered Representative

513.699.2990

513.699.2991

[email protected]

Aaron Taylor joined Lang Financial Group, Inc. in 2008 and focuses primarily on Qualified Retirement Plans.

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David Beiswanger, CFP®

Financial Services Advisor

513.699.2998

513.699.2999

[email protected]

David’s specializes in retirement income planning for pre-retirees and retirees. He has over 15 years of experience in financial planning. He graduated from the University of Kentucky with a Bachelor’s degree after...
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Katie Duritsch

Registered Representative

513.699.2980

513.699.2981

[email protected]

Katherine Duritsch has been in the retirement planning industry for 12 years in areas ranging from third party administration to investment advisory services.

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Ian G Koutny

Registered Administrative Assistant

513.699.2948

513.699.2949

[email protected]

Ian Koutny joined Lang Financial Group at the beginning of 2018, following nearly 2 years of working in the U.S. House of Representatives and graduating from Ohio University in 2016.

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Kyle Redmond

Registered Administrative Assistant

513.699.2970

513.699.2971

[email protected]

Kyle Redmond joined Lang Financial Group in 2016, following his graduation from Miami University with a Bachelor of Science in Finance.

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Tom Ward

Investment Advisor Representative

513.699.2946

513.699.2977

[email protected]

Professional Services Tom is an Investment Advisor Representative with over 25 years’ experience in the financial services industry. With securities registrations Series 7, 63 as well as, health and life insurance licenses, he...

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Dennis Fox

Registered Representative and Financial Advisor

513.699.2946

513.699.2947

[email protected]

Specializing in Individual Planning: IRA and Retirment Planning, Porfolio Design and Allocation Strategies, Tax and Risk Management Strategies

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Chicago Wealth Management Group

John Scanlon, AIF®

Financial Advisor

630.873.3577

[email protected]

John Scanlon is a financial advisor with Chicago Wealth Management Group. John holds the Accredited Investment Fiduciary® designation and Series 7 and 66 securities registrations as well as a life insurance license. Depending...

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Matthew Schmit

Financial Advisor

630.279.3753

630.279.3758

[email protected]

Matt Schmit is a financial advisor with Chicago Wealth Management Group. Matt holds the Accredited Asset Management Specialist accreditation and Series 7 and 66 securities registrations as well as a life insurance license. Depending on...

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Legacy Wealth Strategies (Louisville, KY)

Bryce Lanham

Wealth Manager

502.931.2936

[email protected]

Bryce Lanham, Wealth Manager at Legacy Wealth Strategies, has over 15 years of experience in the financial services industry. A graduate of Purdue University where he obtained a BS in Interdisciplinary Science with a major in Biology,...

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Rachel Radwanski

Office Manager

502.430.6175

502.234.9449

[email protected]

Rachel joined Legacy Wealth Strategies in the autumn of 2018. While new to the financial industry she’s no stranger to taking care of and anticipating clients’ needs. Before working at LWS, Rachel worked for The...

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Affiliated Cetera Representatives