OUR PEOPLE
Our people are the difference.
Our team of professionals has comprehensive and pertinent expertise across all eight of our family office services, enabling us to provide holistic guidance tailored to your needs.
Our Experience
It is through the collective experiences, perspectives and expertise that we truly define and distinguish ourselves. Together, we are committed to providing exceptional service that builds strong relationships with our clients and the wider community.
Our Guidance
We offer experienced guidance for every aspect of your complex financial life. We help our clients determine where they want to go, and then we show them our recommended best path to get there. This way, their wealth can be better defined, managed, and applied in ways that can be more fulfilling.
Our Network
We leverage our long-standing network to offer our clients access to valuable resources, expertise and distinctive investment opportunities. We are continually expanding our network to enhance our offerings to better serve our clients.
Why we do it
We genuinely care about our clients and their legacies.
Windsor is a fee-only, independent advisor that is driven by values, not incentives. We are solely owned by four local partners in Columbus who actively lead our business. We invest only in our client’s best interests and we will not trade our integrity for anything.
Harry (Trey) Dye, III, CPA*
Partner
Jonathon Eesley
Partner
John Mozola
Partner
Clayton Hall, CIMA®
Partner
Melissa Barton-Briggs, CPWA®
Director
Jake Bick
Associate
Precious Boakye
Associate
Samantha Buck
Director
Jacob Chockran, CPA
Director
Brandon Compertore
Director
Kyle Ellis, CEPA®
Director
Taylor Fair
Associate
Carter Gerlach, CFP®, CAP®
Managing Director
Cory Hinaman, CFA
Director
Matt McClimon, CPA
Director
Alex Moeslein
Associate
Matthew Reber, CPA
Associate
Rishabh Shah
Associate
Cassady Smith
TEAM SUPPORT SPECIALIST
Stephanie Weir
Chief Compliance Officer
Evan Yakubov, CPA
Associate
CAREERS
Join Windsor’s growing team.
Our employees are our most valued asset so we promote a culture of trust and respect that provides the support they need to excel. We offer competitive benefits and development opportunities that allow them to reach their full potential.
Let’s start the conversation.
Together we can begin achieving greater clarity and confidence in your financial picture.