Budros Ruhlin Roe

Our Team

We recognize the importance of diversity and are committed to increasing the number of women within our company and industry. Our women employees meet on a quarterly basis to share insights and experiences to help each other navigate the personal and professional challenges women often experience in our profession.

Peggy Ruhlin

Chief Executive Officer

Samantha Anderson

Associate Wealth Manager

Sonia Brinkman

Associate Portfolio Advisor

Janie Dreher

Administrative Assistant

Andrea Ellis

Senior Wealth Manager

Jessica Lee

Senior Portfolio Advisor

Terry Needles

Client Services Coordinator

Lisa Peddicord

Portfolio Management Administrator

Jamie Rizer

Wealth Management Administrator

Karen Thompson

Director of Human Resources

Jennifer Toth

Portfolio Administrator/Trader

Amy Weldele

Senior Wealth Manager

Emily Zeller

Wealth Management Administrator