Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Steve Dillhoff

LPL Financial Advisor

937-610-5960

937-610-5970

steve@dillhofffinancial.com

Steve Dillhoff is a licensed financial advisor with a dual degree in Accounting and Finance. He has been a licensed financial advisor for over 20 years working with individuals and their financial goals. He is married to Hunee and has...

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Jonathan Lusk

Financial Consultant

937-610-5960

937-610-5970

jon.lusk@dillhofffinancial.com

Jon graduated from Wright State University with his B.S. in Financial Services. He specializes in creating financial plans to enable you to work toward your goals. His education and...

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Brandy Moore

Office Manager

Brandy.Moore@DillhoffFinancial.com

Brandy joined Dillhoff Financial Services in 2017. She assists clients in all aspects of servicing their accounts, from money movement to account opening. Brandy has over 20 years in the customer service industry. She enjoys spending...

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