Ritter Daniher Financial Advisory, LLCRitter Daniher Financial Advisory, LLC
The RDFA Team Value Proposition RDFA Update Client Service Center Information Databank

Team Members
 
John K. Ritter
Jeffrey E. Daniher 

Ronda L. Koehler    

Robert Riccardi
   
Lori A. Smith Merrin E. Jump

 

 

John K. RitterJohn K. Ritter, CFP®, CFS

Position
Co-Owner of Ritter Daniher Financial Advisory, LLC
Managing Partner
Senior Financial Advisor

Educational Background
B.S. in Business Administration from Xavier University, 1994
Certified Financial Planner (CFP®), 2001
Certified Fund Specialist (CFS), 2002
NAPFA Registered Financial Advisor, 2003

Accomplishments
Entered Financial Planning Industry, 1994
Speaker at Cincinnati Enquirer Financial Independence Day, 2001-2002
Speaker at NAPFA Midwest Regional Basic Training Conference, 2003
Speaker at NAPFA National Basic Training Conference, 2004-2006, and 2009
TD Ameritrade National Advisory Panel Member, 2005-2006
Speaker at TD Ameritrade New York Regional Conference, 2006
Speaker at TD Ameritrade National Conference, 2006, 2007, 2009
Speaker at NAPFA National Conference, 2006, 2007
Co-Chair of 2008 NAPFA National Conference in Long Beach, CA
NAPFA National Board of Directors - term beginning in 2009: Conference Liaison

Personal Information
Four year member of the Xavier University Men’s Golf Team
Four time All Midwestern Collegiate Conference First Team
Member of the Anderson High School Athletic Hall of Fame
Married to high school sweetheart, Kit, and father of Amanda and Brad

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Jeffrey E. DaniherJeffrey E. Daniher, CFP®, AEP®,CTFA, CLU

Position
Co-Owner of Ritter Daniher Financial Advisory, LLC
Senior Financial Advisor

Educational Background
B.A. in Economics (Cum Laude) from Grove City College, 1986
M.B.A. in Organizational Behavior from Case Western Reserve University, 1991
National Graduate Trust School, 1994
Certified Trust and Financial Advisor (CTFA), 1994
Certified Financial Planner (CFP®), 2000
Chartered Life Underwriter (CLU), 2003
NAPFA Registered Financial Advisor, 2003
Accredited Estate Planner (AEP®), 2009
 
Accomplishments
Entered Financial Planning Industry, 1986
Speaker at Cincinnati Enquirer Financial Independence Day, 1999-2002
Speaker at NAPFA National Basic Training Conference, 2004, 2005 and 2006
Speaker at TD Ameritrade National Conference, 2006, 2007, 2009
Speaker at NAPFA National Conference, 2006, 2007
Faculty Member of the NAPFA University School of Estate Planning, 2007-Present 
Past President of the Financial Planning Association of Greater Cincinnati
Past President of the Estate Planning Council of Northern Kentucky
Co-Chair of 2008 NAPFA National Conference in Long Beach, CA
Dean of the NAPFA University Estate Planning curriculum
 
Personal Information
A fan of, and sometimes participant in, the sport of cycling
Avid "foodie" who enjoys pairing wine with great food
Loves to discover and explore interesting, out of the way places, museums and experiences
Married to Nanci, and father of Ian, Megan and Sean

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Gregory T. Busch, CFP®
 
Position
Senior Financial Advisor
 
Educational Background
B.S. in Architecture from The Ohio State University, 1977
Master of Architecture (Cum Laude) from California State Polytechnic University, 1982
Certified Financial Planner (CFP®), 2003
NAPFA Registered Financial Advisor, 2010
 
Personal Information
Lives in Montgomery with wife, Holly, and their children, Jack, Ann, Kate & Libby
President of the Board: Providence Extension Program
Former Elder and Executive Board: Horizon Community Church
Past Chair: Investment Committee of City Gospel Mission

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Ronda L. KoehlerRonda L. Koehler, CFP®

Position
Financial Advisor

Educational Background
B.A. in Accounting from Cedarville University, 1989
Registered Financial Paraplanner (RP), 2001
Certified Financial Planner (CFP®), 2005
NAPFA Registered Financial Advisor, 2005
Co-Chair of 2008 NAPFA National Conference in Long Beach, CA

Personal Information
Lives in Eastgate with husband, Hans, and their child, Ethan
Enjoys reading and spending time with her family
Active in P.T.O. for Glen Este Middle School

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Robert RiccardiRobert J. Riccardi, CFP®

Position
Financial Advisor

Educational Background
B.B.A. in Business Administration from Cleveland State University, 1992
Certified Financial Planner (CFP®), 2005
Served on High Net Worth-Private Access Team for Fidelity Investments, 1996-2008
Corporate Trainer for High Net Worth-Private Access Team for Fidelity Investments, 1996-2002
Private Access Team Manager for Fidelity Investments, 2002-2005
NAPFA Registered Financial Advisor, 2008
Greater Cincinnati Financial Planning Association Board Member, 2009

Personal Information

Lives in Colerain Township with wife, Karen, and their children Katie, Ben, Mike and Jack
Former tri-athlete, and still an active cyclist
Active in Cub Scouts with Pack #828, and current Pack Leader

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Lori A. Smith

Position
Client Service Coordinator
 
Educational Background
Associates in Business and Office Administration from University of Cincinnati - Clermont, 1992 
 



Personal Information
Lives in Goshen with husband, Dave, and their children, David and Erika

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Merrin E. Jump

Position
Administrative Assistant
 
Educational Background
B.A. in English/Journalism (Cum Laude) from Miami University, 2000
M.S. in Health and Exercise Studies (Magna Cum Laude) from Miami University, 2002
  


Personal Information
Lives in Loveland after relocating from Dallas, TX in early 2010 and is happy to be back and closer to her family in Columbus
Enjoys the theater, traveling, reading and the outdoors
Sings for the Mason United Methodist Church and the Cincinnati Choral Society
Is an exercise and nutrition enthusiast

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