Your goals are our goals.
Our team
Kimberli Milhoan,
Co-Founder
Kimberli Milhoan is focused on client experience, operations, and compliance, as a Co-Founder at Greatstone Wealth. She comes to Greatstone after three years with a top firm in the financial and tax planning space, starting in life insurance and moving to her most recent position as Vice President of Wealth Management, RIA, and Real Estate Syndications.
She holds a bachelor's degree from Marshall University and has spent time in the legal, real estate, and nonprofit industries. She is committed to helping the clients of Greatstone Wealth identify and reach their goals.
Moog Kim CFP®,
Co-Founder
As a CERTIFIED FINANCIAL PLANNER™ professional, Moog Kim comes to Greatstone Wealth with multiple years of financial planning experience at a tax planning and wealth management firm focusing on Ultra-High Net Worth (UHNW) Individuals. He prides himself on being an innovative thinker in the space while maintaining the core principles and values of traditional financial planning.
Moog obtained his Bachelor’s of Business Administration from the University of Cincinnati Carl H. Lindner College of Business with a major in finance and furthered his education at the College for Financial Planning. He enjoys bringing his education and experience to this company while delivering financial solutions to his clients.
Autumn Ruch,
Co-Founder
Autumn Ruch, Co-Founder at Greatstone Wealth, brings extensive expertise from years working in the insurance world, coupled with valuable experience in finance. With a strong focus on client relations, Autumn excels in building and maintaining trust with her clients.
Her background has equipped her with licenses in Life, Health, and Property & Casualty insurance, as well as certifications including the SIE and Series 7. Autumn's dedication to understanding client needs and delivering tailored solutions has earned her a reputation for excellence in the financial planning industry.
At Greatstone Wealth, Autumn is committed to empowering clients to achieve their financial goals with confidence and clarity.
Jason Kemper,
Co-Founder
Jason did his undergrad at the University of Cincinnati Lindner H. College of Business and majored in finance with the Certified Financial Planner Program. He’s been in the industry for almost two years and brings to his clients great client service skills as well as a wealth of knowledge in this space.
His goal has been to help others set themselves up for success in their lives and to help them prepare for an amazing future.