Whitcomb & Hess, Inc.

Jacob Jones is a financial advisor at Whitcomb & Hess, Inc. He holds a Series 65 designation and has experience working with Spreng - Smith Agency Inc., J.M. Smucker, and Ashland University. Jones is also a licensed insurance agent with licenses in Ohio and South Carolina. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines its CPA and advisory services with pension consulting and provides portfolio management tailored to clients’ objectives, time horizons, risk tolerance, and tax considerations.

Christopher Nadler is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with Whitcomb & Hess, Inc. since 2016 and worked at Raymond James Financial Services from 2014 to 2016. Nadler holds the Series 66 designation. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser offering tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm integrates CPA and advisory services, providing portfolio management and pension consulting tailored to client objectives and risk profiles.

Tammy Higgins is a financial advisor at Whitcomb & Hess, Inc. with nine years of industry experience. She holds a Series 65 designation and has been with Whitcomb & Hess since 2015. Outside of her advisory role, she is a partner and business manager in an IT consulting firm serving small and mid-size businesses. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that provides tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm integrates CPA and advisory services with pension consulting and offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.

Antonio Rhodes is a financial advisor at Whitcomb & Hess, Inc. with Series 65 registration and one year of industry experience. Prior to joining Whitcomb & Hess, he worked in educational roles at Ashland University and local schools from 2015 to 2025. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers integrated tax, accounting, pension consulting, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis with tailored portfolio management and financial planning, serving a diverse client base with coordinated CPA and advisory expertise.

Ryan Gilmer is a CFA® charterholder with 19 years of industry experience. He is currently with Whitcomb & Hess, Inc., where he has worked across multiple periods since 2006, including a tenure at Valmark Financial Group from 2016 to 2019. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis in portfolio management and integrates its CPA and advisory services with pension consulting for numerous 401(k) plans.

Tracy Wells is a Series 65-licensed financial advisor with Whitcomb & Hess, Inc., bringing 14 years of industry experience. She has been with Whitcomb & Hess since 2011 and has operated a self-employed independent beauty consulting business since 1999, which involves teaching skincare, makeup application, and training team members. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers tax, accounting, management, and investment services to individuals, corporations, trusts, estates, and retirement plans. The firm integrates CPA and advisory services with pension consulting, providing portfolio management and financial planning tailored to client objectives and risk tolerances.

Matthew Lefelhoc is a CFP® with four years of industry experience, currently serving as a financial advisor at Whitcomb & Hess, Inc. in Ashland, Ohio. Before joining the firm, he held various roles at The Ohio State University, Ashland City Schools, and Green Valley Growers. He is also an independent licensed insurance agent specializing in accident, health, and life insurance. Whitcomb & Hess is a CPA firm and SEC-registered investment adviser that offers tax, accounting, pension consulting, and financial planning services to individuals, corporations, trusts, estates, and retirement plans. The firm combines investment advisory with insurance products and emphasizes customized portfolio management based on client objectives and risk tolerance.

Aaron Bates is a CFP® professional with 21 years of experience, currently serving at Whitcomb & Hess, Inc. in Ashland, Ohio, where he has worked since 2004. He is part of a seven-advisor team at the firm. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser offering tax, accounting, and management services alongside investment advisory, portfolio management, pension consulting, and financial planning. The firm serves individuals, corporations, trusts, estates, charitable organizations, and participant-directed retirement plans, employing both fundamental and technical analysis to tailor investment strategies to client objectives, time horizons, risk tolerance, and tax considerations.