Team Members

About Carl 

For Carl Adkins, it’s one of his greatest joys to build trusted relationships with his clients and focus on the things that matter to them most. With a distinct focus on business owners, executives, medical professionals, and people in life transitions, Carl leads his team in providing guidance and insight to clients for making critical decisions in their lives. 

Core values drive Carl’s work – he is firmly committed to trust, accountability, and transparency. He focuses beyond his clients’ financial goals so that they can use their wealth to live well. He loves to get to know about people’s families, passions, and dreams through fun and engaging conversations that get at the heart of his clients’ priorities. Their responses, as well as their emotions and assumptions, guide his recommendations for building their wealth plans.

Education

With a passion for education, Carl has earned designations as a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®. Advocating for his clients, he collaborates with their attorneys and CPAs to develop investment, business succession, insurance, and estate planning strategies. Carl earned his bachelor’s degree in communications from Asbury University. 

Charitable causes

Carl believes that living well includes giving back one’s time, talents, and treasures. He’s grateful to be able to serve on multiple boards and committees for: 

• Springdale and Nazarene Church, Pastor’s Advisory Committee Member
• Boys Hope Girls Hope, Board Member
• Center for Addiction Treatment, Board Member
• Children’s Hospital Planned Giving, Committee Member 

Away from the office

Carl lives with his family in Wyoming, OH, and is blessed with an amazing wife, Alyssa, and three wonderful teenagers. Their family enjoys travelling together and has recently visited Colorado and Banff, Canada. They also attended a mission trip to Peru to help special needs children and their families.

CA Insurance License Number: 0I78228. Resident State: OH.

About Bob

Bob identified an underserved need in today’s world for proper stewardship and guidance of wealth in order to prevent others from making poor financial and life decisions. As Bob witnessed, these decisions can have lasting impacts on people’s lives and their future generations. He strongly believes that people have the power to choose proper planning and selection of a good team of advisors. He and his team work to provide infinite opportunities to help you feel confident and secure via our virtual family office approach. 

Education

Working hard to provide real value to individuals, families, and businesses, Bob holds the Certified Investment Management Analyst® (CIMA®) designation. This program is the only credential designed specifically for financial professionals who want to attain an advanced level of competency as an investment consultant.  Bob earned a bachelor’s degree in political science from Denison University and went on to acquire his MBA from Babson Graduate School of Business. 

Charitable causes

Beyond his work as a Financial Advisor, Bob’s leadership extends throughout his continued community ventures. He is actively involved on the board of trustees for the following organizations:

• Cincinnati Zoo & Botanical Gardens
• Cincinnati Playhouse in the Park
• Anthony Muñoz Foundation 
• Cincinnati Region Business Committee 
• Cincinnati Red’s Hall of Fame Museum 

Away from the office

With a distinct love for Cincinnati, Bob lives in the area with his wife, Jenn. He also has two sons, Luke and Alex, and shares a love for singing with them. Bob’s passion for Cincinnati is reflected in his limited partnership with the Cincinnati Reds and, in his free time, he enjoys adrenaline-filled activities such as downhill skiing, horseback riding, helicopter skiing, and hiking.

CA Insurance License Number: 0H68832. Resident State: OH.

About Noah

Noah joined our team in 2022 after 3 years in a solo practice with Wells Fargo Advisors. With nearly 20 years of industry experience Noah is deeply passionate about working with families seeking a lifelong advocate for their financial needs.

Anchored by a sense of stewardship and a belief that the right advisor can bring immeasurable value, Noah strives to be a key resource for each client he serves.

Prior to Joining Wells Fargo Advisors Noah was an advisor with JP Morgan Securities for nearly 10 years, participating in multiple advisory councils and helping establish best practices to shape the way advisors conduct business and serve clients.

Charitable Causes

Outside of his work with Sentinel Private Wealth Group of Wells Fargo Advisors, Noah also dedicates resources to various charitable interests, including St Jude Children's research hospital and Servants Heart Haiti Mission.

Away From the Office

Noah lives in Morrow with his wife, Lindy, and their two boys, Ethan and Bryce. They travel often and Noah also has a passion for the outdoors - he loves to golf, hike and fly fish.

CA Insurance License Number: 4347261. Residence State: OH.

About Charles

As his longstanding career suggests, Charles has a keen interest in economics, international studies and investments.  Having over 20+ years in the industry, Charles knows that investment decisions are, by their nature, highly complex and he has always strived to simplify these decisions, ensuring to always connect these decisions to his client's larger goals.  

Grit, determination and a solid understanding of investment discipline have been at his core for many years.  

Education

Charles earned a BA from Western University, Canada, an MBA from the University of Cincinnati and A-Levels in Economics, English Literature and French Language from Eton College in Buckinghamshire, England.  

A strong believer in continuing education, Charles has also earned the professional designation CERTIFIED FINANCIAL PLANNER™.  

Charitable Causes

Charles has served as Warden of the Church of the Redeemer in Hyde Park, as well as Trustee to the Church of the Reedemer Permanent Property Fund.  He is the former President and Treasurer of the Cincinnati CPCU Society.

Away From the Office

Charles lives in Terrace Park, Ohio with his wife of 45+ years, Lucy, and their new puppy, Betty.  Betty is a beautiful black and white cocker spaniel that keeps Charles active in the Village.  Charles & Lucy are enjoying their two children and six granchildren who are active in school, sports and music.  He is also happy to sneak away for a friendly round of golf.

About Katie

As the team’s operational and client support professional, Katie works with affluent families, executives, and business owners to coordinate the complete spectrum of their private wealth needs. She focuses on building strong relationships with clients, while providing concierge services that bring together the vast resources of a global firm through a boutique and personalized experience. 

After working with Carl for over 10 years, Katie was excited to transition to Wells Fargo Advisors with him in 2019. She now carries over 15 years of experience in the financial services industry.

Education

Katie earned her bachelor’s degree from the University of Phoenix. Upon entering the industry, she earned the Accredited Wealth Management Advisor™ (AWMA®) designation from the College of Financial Planning. She also holds her Series 6, 7, 63, and 66 registrations, as well as the life and health insurance licenses. 

Away from the office

Katie lives in Milford, OH, with her children, Ethan and Tyler, and their pups, Henry, Trixie and Roo.

CA Insurance License Number: 4007398. Resident State: OH.

About Jay

Bringing nearly a decade of experience in the financial services industry, Jay Weislogel has a passion for helping clients find solutions through challenging aspects of managing wealth. 

Jay feels strongly about helping people gain financial literacy, as he was not exposed to the world of investments growing up. Today, he considers it a joy and an honor to work with clients through wealth management, especially in regard to portfolio management, retirement planning, and distribution strategies. 

Education

Jay earned his bachelor’s degree from William Jessup University in Rocklin, CA. Although he is not currently practicing, he is also an IRS Enrolled Agent, and he holds his Series 7, 66, and 63 registrations, as well as life and health insurance licenses.

Away from the office

Originally from Hamilton, OH, Jay now lives in Cincinnati and feels a strong loyalty to the Reds, Bengals, and Bearcats. He also enjoys all things soccer and is a big fan of West Ham United FC. In his free time, Jay loves spending time with his four siblings and his nieces and nephews, as well as driving his 1968 MGB or riding his 1980 Honda motorcycle.

CA Insurance License Number: 1522068. Resident State: OH.