Frazier Financial Advisors, LLC

Benjamin Foor is a CFP® with 13 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. He has been with Frazier Financial Advisors since 2013 and also holds a registered representative position with Private Client Services, LLC. In addition to advisory work, he prepares tax returns for clients of Frazier Financial Advisors. Frazier Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets, offering discretionary and non-discretionary investment management alongside comprehensive and modular financial planning, with integrated tax and accounting services.

Jane Callahan is a financial advisor with Frazier Financial Advisors, LLC in Columbus, Ohio, holding 30 years of industry experience. She has worked at Frazier Financial Advisors since 1993 and was previously with Triad Advisors, Inc. from 2004 to 2022. Outside of her advisory role, she is a registered representative with Private Client Services, LLC. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors and offers discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and fiduciary investment management of employee benefit plans.

Brian Houts is a CFP® professional with 14 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has held roles at Private Client Services and Triad Advisors, and has been with Frazier Financial Advisors since 2018. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management alongside financial planning and fiduciary services, with portfolio strategies incorporating fundamental and technical analysis, Modern Portfolio Theory, and integrated tax and estate planning.

Colin White is a CFA® charterholder with seven years of professional experience, currently serving at Frazier Financial Advisors, LLC. His background includes roles in financial services and education, as well as a position at AcesDiving LLC. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment approaches and offers both comprehensive and modular financial planning, along with integrated accounting and tax preparation services.

Madeline Keegan is a CFP® professional with 10 years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Minerva Wealth Planning, J.W. Cole Advisors, Advanced Retirement Design, Global Financial Private Capital, and Nationwide Investment Services Corporation. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management, financial planning, and fiduciary investment services, with an investment approach that incorporates fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory.

Logan Hogrefe is a CFP® professional with two years of experience, currently serving as a financial advisor at Frazier Financial Advisors, LLC. His background includes roles at Private Client Services and NetJets, as well as academic positions at the University of Miami and The Ohio State University. Hogrefe is also a registered representative with Private Client Services, a firm specializing in the sale of specialized investment products. Frazier Financial Advisors, LLC is an investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management and financial planning using a variety of approaches, including fundamental and technical analysis and model portfolios, while providing additional accounting and tax preparation services.

Joshua Frazier is a financial advisor at Frazier Financial Advisors, LLC with 17 years of industry experience. He has worked with Triad Advisors, Inc. for 13 years and has been with Frazier Financial Advisors since 2007. Outside of advising, he is involved with Historic Dublin Restaurants, an unrelated business venture. Frazier Financial Advisors, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets and offers investment management, financial planning, and ERISA fiduciary services, employing a mix of fundamental and technical analysis, model portfolios, and third-party managers. The firm also provides accounting and tax preparation services as part of its practice.

Annalisa Sporrong is a CFP® and holds a Series 65 license with seven years at Frazier Financial Advisors, LLC and two years with Private Client Services. She previously worked at Issac Wiles, LLC for 17 years. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets. The firm offers discretionary and non-discretionary investment management alongside comprehensive financial planning, employing a range of investment strategies and providing integrated tax, estate, and philanthropy planning.

Emily Wilcher is a CFP® professional with nine years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Private Client Services, Triad Advisors, Mid Atlantic Capital Corporation, and Everhart Advisors. In addition to her advisory role, she is involved in tax preparation services through Frazier Financial Advisors. Frazier Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $930 million in assets across 16 advisors. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and fiduciary services, using a variety of investment strategies and integrating tax, estate, and philanthropy planning.

Victor Shott is a CFP® with two years of industry experience, currently serving at Frazier Financial Advisors, LLC. His work history includes roles at Private Client Services and Swenson Drive Ins. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers tailored investment management and financial planning services using a combination of fundamental and technical analysis, model portfolios, and third-party managers, along with integrated accounting and tax preparation services.

Austin Neal is a CFP® with 5 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. His prior roles include positions at Cambridge Investment Research and The Bishoff Financial Group. Frazier Financial Advisors, LLC manages approximately $1.16 billion in assets and serves individuals, pension plans, trusts, and charitable organizations. The firm offers tailored investment management and financial planning services, utilizing a combination of fundamental and technical analysis, model portfolios, and third-party managers, along with integrated accounting and tax preparation offerings.