Richard J. Martin, MS, CFP®

Ric first began his financial services practice in 1990 after spending two years working in the banking and financial services world. He realized that his passion was money, investments, and planning, so he left banking and took a leap of faith. It was then that he envisioned a financial services practice, where advice was paramount to selling a product.  Ric quickly transitioned to the “serve first” philosophy with Steinhaus Financial Group.

Ric built his practice where a customized, comprehensive financial plan could be tailored to each clients’ financial lives and continues to do so.  In 1999, Ric was named Columbus Regional CEO of Steinhaus, an affiliate of Lincoln Financial Advisors Corp. In addition to building his personal financial planning practice, he led and supported a team of 200 financial planners and management personnel who provided estate, business succession and investment strategies to affluent corporate executives, business owners and retirees.

Ric resigned his MD position in 2005 to dedicate 100% of his time toward his practice. Ric’s business specializes in working with retail executives of VS&Co., BBWI, Big Lots; Ascena, which own retailers such as Lane Bryant and Ann Taylor Loft; DSW and Abercrombie & Fitch.

A recognized leader in the Columbus area, Ric has published financial planning articles in Business First, the Columbus Dispatch and is frequently quoted in national publications about his experience in building a financial services practice.  In October 2015, Ric and the partners of Bluestone spun off from Steinhaus to create their own independent practice.  

Ric received his B.S. in Finance from the Fisher College of Business at The Ohio State University in 1985. In 1993, he received his CERTIFIED FINANCIAL PLANNER™ certification and in 2016 his Masters in Financial Planning from the College of Financial Planning. Ric is current Chair of the American Heart Association Heart Ball, their premier fund-raising campaign.  Ric and his wife, Lori, are members of the Cor Vitae, the Heart Ball as well as the “Go Red for Women” supporting the AHA.  For over 25 years, Ric held a board seat with the Buckeye Ranch; a nonprofit that provides hope and healing to children dealing with mental health, emotional, behavioral and substance use issues.  He was also former Chairman of the Holding Company of the Buckeye Ranch.  Prior to that, Ric held a seat on the Executive Board of the LPGA’s Wendy’s Championship for Children and is a past Charter board member of the Young Professionals (Zookeepers) at the Columbus Zoo. He is also a member of the Legal & Professional Advisory Committee of the Columbus Foundation. 

Ric and Lori reside in Plain City. They have two children: Linley, who lives in Philadelphia and Gabe, a Bluestone team member. 

Nominations, including self-nominations, are from people in the community for those who show civic and community involvement along with professional accomplishment, all while in their fourties.  No fee was paid to receive the award. http://bit.ly/2s9qQIV

Michael J. Agriesti, CFP®, CRPC, LUTCF

Mike has more than 2 decades of experience working with affluent individuals and families as a wealth planner. Everyone’s economic and life situation is unique and we keep that in mind when meeting and listening to a client or prospective client during a financial discovery review. We believe customized financial planning is essential when matching individuals and families with the right services designed to address their desired outcomes. With our commitment to professionalism and a shared cooperative development between you and us we can convert your objectives and goals into the foundation of your personal financial plan.

Prior to co-founding Bluestone Wealth Partners in 2015, Mike was with Steinhaus Financial Group from 2001-2015 as well as a registered representative with Capital Analysts from 1998-2001. Mike earned his Certified Financial Planner™ certification in 2004 and graduated from the Ohio State University with a Bachelor of Arts degree in Journalism in 1993. Mike’s an active member of the Financial Planning Association and currently serves in a variety of community and professional activities including Childhood League, the Bexley Community Foundation and the Bexley Education Foundation.

Andy Michel, ChFC®, CLU®, CBEC®

Hello there! Here’s my story. I grew up in Canton, Ohio as the 8th child in a string of ten. You’re right, I am Catholic. In this environment you learned discipline, living within your means, save first, spend second, and hand me downs were okay. My father was a majority owner of a window and door company. Early on, my mother worked at Ohio Bell telephone company until the siblings started arriving. She was the best mom ever.

I started my career in 1982 working with Aetna, after I attended a recruiting seminar where I ran into a long-lost cousin and one of my brother’s high school friends. In 1998, I joined Lincoln Financial Advisors to deliver financial planning-based services where the financial plan leads the way for my clients to pursue their goals. When you think about all the parts to be accomplished, many people have difficulty completing them. People hire us to get things done. There is nothing more rewarding than having a client tell me I had a major impact in their ability to pursue and maintain their financial goals.

We specialize in helping contractors and individuals with a high net worth reduce their current taxes, manage their investments, and efficiently transfer their businesses, and wealth to their children and their grandchildren. Our unique planning approach allows us to analyze critical information and eliminate the guesswork so you can focus on your future. 

I graduated from Western Governor’s University with a Bachelor of Science in Marketing Management. I hold a Series 7 & 65 securities licenses through LPL Financial and numerous state licenses for securities, life, and health. I also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and the Certified Business Exit Consultant (CBEC) designations.

I live in Westerville with my wife of many years. We have two daughters, five granddaughters and a recent grandson. I am a lucky, thankful man. My hobbies include golfing, fishing (catching…not waiting 3 hours for a nibble) and I am a die-hard Browns fan. My goal is to go see the Browns at the Superbowl. Hey, it might happen?

Designation & Licenses: ChFC, CLU, CBEC, Series 7, Series 66 through LPL Financial 

R. Michael O'Brien, CFP®, CRPC®, CRPS®, CPFA®

Mike has been in the financial services industry since 1986.  He began his career with McCloy Financial Services, and prior to joining LPL, was with Lincoln Financial Advisors for 20 years.

Mike partnered with Adam Pusateri in 2004 and in 2015 co-founded Bluestone Wealth Partners with Adam, Ric Martin, Adam Weingartner, Andy Michel, and Mike Agriesti.

Mike enjoys developing personalized financial plans with clients to help them achieve their long-term goals. 

In 1992, Mike completed the Certified Financial Planner (CFP®) Professional Education Program from the College for Financial Planning.  Mike earned the Chartered Retirement Planning Counselor (CRPC®) designation in 2008, the Chartered Retirement Plans Specialist (CRPS®) in 2014, and the Chartered Plan Fiduciary Advisor (CPFA®) in 2022.

Mike was born and raised in Columbus.  He graduated from Whetstone High School in 1975 and from Miami University in 1979 with a Bachelor of Arts in Political Science.

Mike and his wife Dee live in Shawnee Hills, close to their son and daughter’s families.  They enjoy spending time with their 5 grandchildren.

G. Adam Weingartner, CFA®

Adam has been working with Ric and the Bluestone Wealth Partners team for 13 years. Adam creates and implements personalized and comprehensive retirement, investment, risk management, and estate planning solutions. As the head of BWP's investment committee, Adam is responsible for creating customized portfolios to help meet each client's goals and objectives.  Working closely with Ric, Adam specializes in working with corporate executives. He also enjoys working with young professionals focused on accumulating assets.

Before joining BWP, Adam graduated from the Fisher College of Business at The Ohio State University with a B.S. degree in business administration, specializing in finance. Adam is a CFA® Charterholder. While providing a strong foundation of real-world skills, this designation represents the highest ethical and professional standards in the investment industry. Adam has spoken at Lincoln Financial Advisor's “Fall Focus” planning conferences on advanced financial plan design and wealth management for executives and he is a licensed continuing education instructor in all 50 states for life/health insurance.

Adam is a coach in the Columbus chapter of Handshake America, a team of like-minded and successful professionals who mentor high school students by leveraging their mutual appreciation for the life lessons learned through participation in athletic competition. He also serves as the Alumni Advisor for the investment committee of the Columbus chapter of his business fraternity, Delta Sigma Pi.  Adam also coaches youth sports.

Adam resides in Upper Arlington with his wife, Michelle and three sons, Connor, Evan and Peyton.

Adam J. Pusateri, CFP®, CPFA®

Adam has more than 2 decades of experience advising individuals and business owners.

Adam started his career with Steinhaus Financial Group in 2003 and partnered with Mike O’Brien in 2004. In 2015 he co-founded Bluestone Wealth Partners with Mike O’Brien, Ric Martin, Adam Weingartner, Andy Michel and Mike Agriesti.

He enjoys creating long term plans on complex situations.

Adam earned his Certified Financial Planner™ certification in 2014.  This has been the standard of excellence for financial planners for the last 50 years.

In 2022, Adam earned his Certified Plan Fiduciary Advisor credential.  Advisors that earn their CPFA® demonstrate the expertise required to act as a qualified plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Adam was born and raised in Westerville and graduated from St. Francis DeSales High School in 1998. He graduated from Miami University in 2003 with two degrees, one in Finance and the other in General Business.  

Adam, Tabby and their three boys (2 human and 1 dog) live in Galena.

Sam Chickerella, CFP®

A lifelong resident of Columbus, Sam entered the Financial Services Industry immediately after graduation from The Ohio State University. Sam has gone on to earn his Certified Financial Planner™ certification and advanced financial certifications from The American College. He now resides in Powell with his wife and enjoys outdoor activities, travel, and their 3 grandchildren.

Gabe Martin, CFP®

Gabe joined Bluestone in 2020. Gabe creates personalized retirement, investment, risk management and estate planning solutions. Working closely with Ric and Adam, Gabe specializes in working with and educating young professionals focused on accumulating assets and pursuing early financial independence.

Gabe began his career in the financial services industry in 2017 with PNC Bank in Chicago, IL. As a relationship manager, Gabe worked with business owners to improve their operational efficiencies by helping clients address their growth goals, attain access to working capital and manage their risk exposure by providing guidance as a professional advisor.

In the Columbus community, Gabe is a Coach for Handshake America, a team of like-minded and successful professionals who mentor high school students by leveraging their mutual appreciation for the life lessons learned through participation in athletic competition. He is also an active member on the American Heart Association’s Junior Council.

In April of 2022, Gabe received his CERTIFIED FINANCIAL PLANNER™ certification. Gabe graduated from Miami University’s Farmer School of Business with a degree in Finance. Gabe resides in Italian Village and enjoys playing golf, spending time with family and friends and cheering for Ohio State football and basketball.

Andrew Hayek, CFP®

Andrew joined Bluestone Wealth Partners in August 2023.  He brings 23 years of experience in the financial services industry.  He has worked as a financial advisor with both Morgan Stanley and JP Morgan. In addition to working with investors he has also instructed other financial advisors on operating financial planning software. He obtained his Certified Financial Planner designation in 2008. Andrew’s passion is working with individuals and couples planning for retirement and creating distribution strategies that will not only last their lifetime, but also allow them to leave a legacy for future generations. 

Andrew is a graduate of Penn State University with a Bachelor of Science and Case Western University where he was awarded a Masters of Business Administration as well as the “Heart and Soul “Award.  

When not at work Andrew enjoys family time with his wife Jennifer, his daughters Ali and Natalie, and his son Andrew.   He has served as a volunteer coach in the Dublin Soccer League and is an active member of St Brigid of Kildare.   Andrew has a great interest in working with youth to enable them to understand responsible money management and to that end has given presentations to middle school students.   His interests include cycling and all things outdoors and his favorite family vacation destinations are Orlando, FL and Cape May, NJ. 

Caleb Stertzer

Caleb joined Bluestone as a financial advisor in 2024. Prior to joining Bluestone, he had been working as a financial advisor in Columbus since 2011 – he previously worked with both Ameritas Investment Company and Ameriprise Financial.  

Caleb believes one of the keys to building a financial plan starts with listening carefully.  Every client has their own unique goals and financial history. In order to provide valuable advice, he has to first understand exactly what is important to each client. Much of his work is with clients looking for guidance on the best way to manage their resources in and through retirement.  However, he also works with a number of local corporate retirement plans.   

Caleb is a graduate of Taylor University with a major in Finance and a minor in Psychology.  

Caleb and his wife (Rachel) and kids (Zac, Dan, & Gabby) live in Westerville.  You can often find them at one of their kid’s activities (mostly Baseball & Basketball – where Caleb is likely coaching in some capacity).  They are also involved with their local church – Grace Polaris.  Having lived in Columbus almost his entire life, Caleb is a diehard fan of Ohio State football and basketball.

Amanda Pennington, QPFC®

Amanda joined Mike and Adam’s team in January of 2011. She graduated from Mt. Vernon Nazarene University in 1997 with a B.A. in Business Administration. 

Amanda is responsible for the day-to-day operations of the practice. Her responsibilities include processing new business, maintaining client accounts, conducting research, analysis, managing projects and client service. While Amanda is responsible for managing the operations of the practice, her true strength is engaging with clients. Her mission is to make sure every client has a great experience every time. 

Amanda has a FINRA Series 6 license and is licensed in Ohio for Life & Health Insurance.  She earned the QPFC designation (Qualified Plan Financial Consultant) in 2022.

Amanda lives in Delaware with her husband, Todd.  They enjoy spending time with their 2 adult daughters and their families.

Steven D. Elsea

Steve graduated from the Ohio State University in 1973 with a major in accounting and became a CPA shortly thereafter. He formed his own CPA public accounting firm in 1979 and was the managing partner until he sold the practice in 2008. In 1994 and 1995, he earned his Series 6 and Series 63 licenses and became a financial advisor for Avantax (formerly known as H D Vest). His accounting and tax experience as well as his investment knowledge has been quite valuable in developing and managing financial goals for his clients for the past 28 years.

Steve left Avantax and joined LPL Financial and Bluestone Wealth Partners in June, 2023. He looks forward to working closely with Adam Pusateri and Mike O’Brien in further developing and managing his client’s financial needs.

Steve has been a long-time resident in the Columbus area and currently resides in Dublin with his wife of 47 years. He enjoys playing golf and spending time with his 5 grandchildren.

Jennifer Jenkins, CFP®

Hello! I’m Jen Jenkins, a financial advisor at Bluestone Wealth Partners, and I'm on a mission to help women in business—whether they’re business owners, executives, or working moms—achieve financial success. I believe every woman has the potential to build a secure financial future for herself and her family. Through personalized guidance, educational resources, and ongoing support, I help women tackle unique challenges and work towards their long-term financial goals. Together, we’re building a community of financially confident and empowered women who strive for financial freedom and live their best lives.

But enough about work! This is a “Bio” page, after all. I was born and raised in Columbus, which automatically makes me an Ohio State fan. Go Bucks! After earning my BA in Psychology from Ohio University, I dipped my toes into Human Resources, even snagging a second bachelor’s degree in Human Resources Management. Life, however, threw me a curveball—a divorce—that pushed me to seek more flexibility and fulfillment in my career. That’s when I discovered my true calling: financial advising.

Fast forward to today, and I'm living in Worthington with my two beautiful daughters, who, much to my disbelief, are both in high school. Where did my babies go? Their after-school activities have evolved over the years, and these days, it’s all about cheer. This year, they’ll both be cheering on Varsity together, and I couldn’t be prouder. Then there's Ophelia (affectionately known as Muffin Top), our golden retriever, who is, without a doubt, the best and cutest dog in the world. My obsession with her is perfectly healthy, I promise.

When I’m not at the high school supporting the girls, you’ll likely find me exploring the Olentangy bike path—walking the dog, running, or riding my bike. I’m an avid runner (when I’m not injured, which, as I get older is less and less frequent) and I dabble in hot yoga and pilates, despite being least flexible person ever. I'm also trying to rekindle my love for tennis. It's been a long time since my high school days! To give back to the community, I recently joined the Junior League of Columbus and started volunteering for Canine Companions. One odd hobby I picked up during the pandemic is paint-by-numbers, which I find incredibly relaxing. Also, as a side-note, trampolines hate me. Feel free to ask about that one!

Thank you for taking the time to get to know me better. If you have any questions or want to chat further, don’t hesitate to reach out!

 Licenses: CERTIFIED FINANCIAL PLANNER™, Series 7 and Series 66 held through LPL Financial, Life

Tyler Klepek, AAMS®

I grew up a military brat born in California. My father was a pilot in the Air Force so we moved around a bit to eventually find roots in Worthington, Ohio. I went to Ohio State University and quite honestly, had no idea what I wanted to do the rest of my life. I started as a business major, like most undecided undergrads, and in time realized I would not find fulfillment just working for a company. Then one day, I got lucky. My friend from school brought me to OSU’s FPA (Financial Planning Association) meeting. The combination of helping people pursue their life’s goals with an emphasis on financial planning would later become my passion. I soon changed my major to Consumer & Family Financial Services and the rest is history.  

I predominantly work with construction contractors and high earning young professionals in the Ohio area.   My main focus is to help align my clients capital with what they actually want to do in life.  Guiding a financial road map for my clients to excel, with all the bumps along the way, is what gets me excited to go to work every day.   

In my spare time, I enjoy crushing my opponents in fantasy football (dynasty) & watching the Browns consistently disappoint me. I am a husband to my amazing wife Lee, a father to my 1.5 year old son (Graham), newborn daughter Quinn and dog dad to my golden retriever Penny.  I am constantly learning so you will likely find me listening to an audio book with a long list of books to be read.

Feel free to connect with me below!

Let's Get Introduced

Construction Contractors – Introduction

Designations & Licenses: AAMS®, Series 7, Series 66 through LPL Financial,  Life

Don R. Parkhill, JD*

After graduating from law school in 1983, Don started working and advising business owners when he worked for the “Big Eight” accounting firm, Price Waterhouse. He later joined a law firm in Columbus, Ohio that specialized in working with closely held business owners.

Don was instrumental in helping clients protect and plan for their families, the future of their business interests and the transition of the business and the family wealth. Much of the success of the planning was a result of collaborating with clients’ other advisors, often the financial planner and CPA. This included developing and implementing transition strategies and working with the IRS to obtain private letter rulings.

Don inherited his father’s entrepreneurial spirit, and left the practice of law to acquire his own business. He purchased several insurance agencies and later merged those with a larger firm, while continuing to do comprehensive financial planning for business owners.

He joined Lincoln Financial Advisors in 2000, and continues to help successful business owners plan for their future, their family and their legacy. With 35 years of experience and an excellent team, he helps his clients create a financial roadmap distinctive to their vision, by listening and learning what is important to them and who they care about.

Don has been active in numerous civic, philanthropic and professional organizations over his professional career. He has attended many national conferences, including The Institute for Preparing Heirs and the Notre Dame Tax and Estate Planning Institute, all of which discuss ideas to help the successful business owner protect, grow and transition family wealth.

Don and his wife, Sheila, live in Westerville. They have a daughter, Annie, and a son, David. When not working, you may find Don traveling with his family or driving the back roads of Ohio with Sheila.

A 1980 graduate of The Ohio State University, Don received his Bachelor of Science degree in Business Administration.

Sarah Altherr

Having over 20 years of experience in the healthcare industry, Sarah has always known a passion for serving others.  She transitioned to the world of finance and joined Bluestone Wealth Partners in September of 2023.  She is dedicated to lifelong learning and the opportunities for growth and development in this new field, and she is excited about getting to know the clients in order to meet their individual needs!

Sarah earned a bachelor’s degree from Miami University in 1999 and a master’s degree from The Ohio State University in 2001. In her spare time she enjoys walking, audiobooks, watching sports, and traveling; as well as spending time with her husband, two daughters, and greyhound dog at their home in Gahanna.

Robyn Beal

Robyn joined our team in August 2016. She graduated from University of Pittsburgh in 1991 with a B.A. in Business and Communications. Robyn has a FINRA Series 6 license. She is responsible for managing projects and coordination of business. She is extremely detail-oriented and specializes in client service.

Robyn lives in Delaware with her husband and two kids.

erica.dunn@bluestonewp.com

614-431-4353

Erica Dunn

Erica has over 9 years of experience in the financial industry joining Bluestone Wealth Partners in March of 2022. As a service specialist she’s responsible for multiple aspects of client service and processing. Erica holds her FINRA Series 7, and 66 through LPL Financial, as well as Ohio life, health, and annuity licenses. She and her husband Sammie, live in Blacklick with their daughter, Leonna. 

Brooke Hoolihan

Brooke has over 4 years of experience in the financial services industry and joined Bluestone Wealth Partners in 2020. Her responsibilities include all aspects of client services and information management. Brooke holds her FINRA Series 6 through LPL Financial. She and her husband, Caleb, live in Columbus with their dog, Mac.

CRN: 3497475 - 031721

Julie.Kohn@BluestoneWP.com

(614) 885-2853

Julie Kohn

Hi! I’m Julie and I am the Director of Operations for Andy Michel and his team. I have been with Bluestone Wealth Partners for over 2 years now. Time flies when you’re having fun! (Andy made me say that. Just kidding, it was actually Jen!) I came from an insurance background, but I’ve been busy learning the nuances of the financial world. Through the transition I've come to understand the vital role that a seamless and personalized client experience plays in building trust and achieving financial success. Making sure our clients have the best experience is my top priority.

I grew up in Reynoldsburg and currently live in Grandview with my husband and two cats. Living in Grandview is great because there is always something to do and explore. In my spare time I love spending time with my friends and family, going to concerts, fueling up at Starbucks, and anything Taylor Swift related.

Feel free to reach out to me—I'm not only here to assist you with your questions about your finances, but also to share stories about our favorite concerts and Taylor Swift's latest hits. I look forward to assisting you in your financial journey and ensuring that your experience with us is as smooth and enjoyable as possible.

Kayla.Lett@BluestoneWP.com

(614) 885-2853

Kayla Lett

Hi! I’m Kayla and I’m Andy Michel’s assistant. I’ve only been with Bluestone Wealth Partners since December 2022, but it feels like I’ve been here for 5 years already! I worked at a Credit Union prior to coming to Bluestone, so client interaction is one of my greatest strengths! Making sure our clients get what they need, while building a relationship with them is one of my main focuses.

I currently live in Galloway with my husband and 8-year-old son. I play volleyball 3 nights a week (It’s a lot… I’m old.) My son recently decided to play soccer, so I spend a lot of my time helping & practicing with him. I enjoy reading and watching movies in the few moments I get a chance to sit down and relax.

If you ever need anything, don’t hesitate to reach out! I’m here to help in any way I can. I wouldn’t be able to do what I do without you, the clients!

Atiq Rahman

Atiq joined Bluestone Wealth Partners in the summer of 2022 as Wealth Manager Intern. He began his career in the finance industry in 2016 with a private commercial bank in Bangladesh. As a finance manager working in structured finance department, he partnered with corporate clients to raise syndicated funds to establish large commercial projects. He ideated and structured different financing schemes such as securitization, preference share and structured term loan.

He holds his license of Securities Investment Essentials through LPL Financial. He is also pursuing CFA and doing his MBA from Fisher College of Business, The Ohio State University with concentration in Finance.

He enjoys playing cricket, spending time with his family and cheering for Real Madrid.

Yasmine Rahmani

Yasmine joined Bluestone Wealth Partners in 2022 and brings 15 years of Financial Services experience. As a service specialist her responsibilities include multiple aspects of client services.

 Knowing early on that she had a particular interest in working with financial planning, Yasmine started her Financial Services career working as a teller at Fifth Third Bank in 2008 while earning her bachelor’s degree from Ohio State in Consumer & Family Financial Services.

From 2015-2022, Yasmine worked with Nationwide Retirement Solutions where she worked directly with their public & private sector retirement plans. Yasmine holds her FINRA Series 6 through LPL Financial.

Originally from the San Francisco Bay Area, she now lives in Columbus with her little Morkie, Romeo. In her spare time, you’ll find her with friends and family, volunteering or travelling.

Suzanne Sweeney

Suzanne has over 25 years of experience in the financial industry and joined Bluestone Wealth Partners in September 2022.  As a service specialist, she is responsible for multiple aspects of client service including new accounts.  Suzanne holds her FINRA Series 6, 7, 24, 63, and 66 through LPL Financial, as well as Ohio life, health, and annuity licenses. She and her husband, Doug, live in Delaware with their very active twins, Erin and Justin.

Shawna Ulicne

Shawna has over 20 years of experience in the financial services industry and joined Bluestone Wealth Partners in 2012. Her responsibilities include financial plan preparation and new account implementation. Shawna holds her FINRA Series 6 through LPL Financial and state of Ohio health and annuity licenses. She and her husband, Mike, live in Powell with their two children, Michael and Lexie.

Alyssa Goad

Alyssa joined Bluestone Wealth Partners in 2024 as a Client Experience Associate.  She has a background in luxury event planning & digital marketing - she loves to bring an elevated experience to Bluestone clients.  

Alyssa is a Columbus native and lives in the Short North Arts District with her two-year-old daughter, Mara.