Jim began his investment career with a West coast money management firm in 1986. He was recruited to Dean Investment Associates in 1987 to assist in the marketing effort directed towards Wall Street brokerage firms. In 1991, Jim moved to the Research Department and was promoted to Assistant Vice President and Equity Strategist in 1994. In late 1997, Jim established the Blue-Chip Division at DIA featuring a tax-friendly equity style called Blue Chip Tax Advantage. Jim managed all aspects of this investment strategy. Jim received his Chartered Financial Analyst charter in 1989 and is a member of CFA Society Dayton. Mr. Tillar received a B.A. from the University of Notre Dame. Jim is a past board member and chair of both Big Brothers Big Sisters Miami Valley and St. Vincent de Paul Dayton and is an active member at St. Albert the Great. Steve has been active in the investment business since 1982 when he began his investment career assisting small business owners and buyers with the evaluations of potential investment opportunities. In 1983, Steve became a member of one of the largest investment brokerage organizations, which exists today as Salomon Smith Barney where he specialized in working with business owners and individuals, assisting them in the selection of investment advisors for their retirement and personal portfolios. In 1989, Steve joined Hatteras Capital Management ,working mostly with brokers, consultants and clients and assisted in the research and portfolio management process. Steve joined James Investment Research in 1994 through their sister firm James Capital Alliance, where he specialized in developing relationships through financial consultants. In 1997 Steve also became part of James Investment Research working directly with investors in developing objective based allocations for both privately managed and mutual fund portfolios. Through a daily radioshow, a web based market letter and financial reports for the firm, Steve wrote extensively on investment issues. Steve also developed a questionnaire based approach that was used to work hand in hand with clients assisting them in developing balance and diversification between investment strategies that best reflects their objectives and risk tolerance. Mr. Wenstrup received his BSBA in Finance from Xavier University in 1981. He has passed and participated in numerous industry education programs, including the NASD Series 7, 24 and 65. Tim brings over 20 years of experience in the investment management industry. Beginning in 1991, Tim joined Flagship Funds as Director of Information Systems. When John Nuveen & Company purchased Flagship in 1996, Tim assumed the role of Assistant Vice President of Information Services. Tim’s strategic company initiatives included the development and advancement of systems and processes supporting Nuveen’s private asset management business. In 1998 Tim joined Countrywide Financial as Assistant Vice President of Investment Company Systems. His primary responsibility was the leadership and management for the development and implementation of systems and technology for asset management and product distribution. Tim is a 1988 graduate of Bowling Green State University with a Bachelors of Science / Business Administration degree. With more than 30 years in the financial services industry, Patty continues her tradition of working with individuals, families, and professionals in the area of wealth management including investment management, trust and estate planning strategies. Working with the TW Advisors team, strategies are implemented to address each client’s unique situation. Patty joined Key Bank in 1983. Her tenure included over two decades of working in the Key Private Bank as Vice President and Sr. Relationship Manager. She attended Kent State University and holds a CWS Certified Wealth Strategist designation. She is a graduate of Leadership Lake County and served as Chair of the Lake Health Foundation Board.
James G. Tillar
CFA - Principal
Stephen A. Wenstrup
Principal
Timothy M. Roesch
Principal - Director of Operations
Patricia A. Kuhar
