Promoting flexibility
Supporting with extraordinary value
Delivering uncommon stability
Home > Our Company
Since our founding in 1968, we've held true to our core values, and have evolved with our ever-changing industry to prosper where others have not succeeded. At ONESCO, we believe in:
Promoting flexibility
Supporting with extraordinary value
Delivering uncommon stability
We are proud of over 50 years of delivering uncommon stability in uncertain times and will continue to support your business.
In 2022 (in millions)
RIA assets under management
(2010 - 2022)
In 2022 (in millions)
RIA assets under management
(2010 - 2022)
With industry consolidation, many advisors find themselves with firms they didn't choose, missing the community and connection of a smaller firm. ONESCO offers the continuity and stability your business needs, having provided uncommon stability for over 50 years.
We offer true independence, allowing you to take your business in the direction that fits you best. At ONESCO, independence doesn't mean being alone—you'll receive the responsive support needed to run an efficient business. Our competitive and unique broker dealer platform is designed for your success.
With industry consolidation, many advisors find themselves with firms they didn't choose, missing the community and connection of a smaller firm. ONESCO offers the continuity and stability your business needs, having provided uncommon stability for over 50 years.
We offer true independence, allowing you to take your business in the direction that fits you best. At ONESCO, independence doesn't mean being alone—you'll receive the responsive support needed to run an efficient business. Our competitive and unique broker dealer platform is designed for your success.
CLU
Mothersford, OH
Investment Advisor
Applebees, GA
ChFC, CLU
Clementine, VA
President and Chief Executive Officer
Nancy joined the company in 1997 as a senior programmer analyst. She joined ONESCO as Director, ONESCO Operations in 2009 and became the Chief Operations Officer in May 2015. In 2016, she was promoted to Vice President, ONESCO Operations. In 2023, Nancy started in her current role as President and Chief Executive Officer. She received her undergraduate degree from Miami University.
Vice President and Chief Compliance Officer
Andy joined ONESCO in 2000 as a field compliance manager and was promoted to the officer level in 2006. He earned a bachelor’s degree in Economics from Indiana University and an MBA from the University of Cincinnati.
Second Vice President, National Sales Director
Terry joined ONESCO in 1999 and is responsible for ONESCO's practice management and technology consulting program, in addition to the firm's marketing initiatives. He also manages ONESCO's product relationships and serves as Due Diligence Officer. Terry earned his bachelor's degree from Miami University and earned his MBA from Xavier University.
Second Vice President, Investment Advisory
Adam joined ONESCO in 2008 as a marketing consultant and was promoted to Assistant Director, ONESCO Marketing in July of 2011. He was promoted to Investment Advisory Product and Marketing Officer at ONESCO in 2012. Adam earned a bachelor's degree in Finance from Wright State University.
Assistant Vice President, Trade Desk & Direct Operations
Brian joined ONESCO in 1998 and is currently Director, ONESCO Trade Desk. Before joining Ohio National, he worked in the banking industry. Brian earned a Bachelor of Science from Miami University.
Director, ONESCO Field Compliance
Evan joined ONESCO in 2006 and is currently Director, ONESCO Field Compliance. He has several years of experience in the financial services industry from working at another broker dealer in its High Net-Worth Division. Evan holds a Bachelor of Science in Business Management and Business Administration from Northern Kentucky University, as well as the designation for Certified Regulatory and Compliance Professional (CRCP) - FINRA/Wharton School of Business, University of Pennsylvania.
Director, ONESCO Customer Service
Katie joined ONESCO in 2013 and is currently Director, ONESCO Customer Service. She has several years of experience in the financial services industry working at another broker/dealer, as well as a management platform. Katie studied Business Administration and Political Science at Northern Kentucky University.
President and Chief Executive Officer
Nancy joined the company in 1997 as a senior programmer analyst. She joined ONESCO as Director, ONESCO Operations in 2009 and became the Chief Operations Officer in May 2015. In 2016, she was promoted to Vice President, ONESCO Operations. In 2023, Nancy started in her current role as President and Chief Executive Officer. She received her undergraduate degree from Miami University.
Vice President and Chief Compliance Officer
Andy joined ONESCO in 2000 as a field compliance manager and was promoted to the officer level in 2006. He earned a bachelor’s degree in Economics from Indiana University and an MBA from the University of Cincinnati.
Second Vice President, National Sales Director
Terry joined ONESCO in 1999 and is responsible for ONESCO's practice management and technology consulting program, in addition to the firm's marketing initiatives. He also manages ONESCO's product relationships and serves as Due Diligence Officer. Terry earned his bachelor's degree from Miami University and earned his MBA from Xavier University.
Second Vice President, Investment Advisory
Adam joined ONESCO in 2008 as a marketing consultant and was promoted to Assistant Director, ONESCO Marketing in July of 2011. He was promoted to Investment Advisory Product and Marketing Officer at ONESCO in 2012. Adam earned a bachelor's degree in Finance from Wright State University.
Assistant Vice President, Trade Desk & Direct Operations
Brian joined ONESCO in 1998 and is currently Director, ONESCO Trade Desk. Before joining Ohio National, he worked in the banking industry. Brian earned a Bachelor of Science from Miami University.
Director, ONESCO Field Compliance
Evan joined ONESCO in 2006 and is currently Director, ONESCO Field Compliance. He has several years of experience in the financial services industry from working at another broker dealer in its High Net-Worth Division. Evan holds a Bachelor of Science in Business Management and Business Administration from Northern Kentucky University, as well as the designation for Certified Regulatory and Compliance Professional (CRCP) - FINRA/Wharton School of Business, University of Pennsylvania.
Director, ONESCO Customer Service
Katie joined ONESCO in 2013 and is currently Director, ONESCO Customer Service. She has several years of experience in the financial services industry working at another broker/dealer, as well as a management platform. Katie studied Business Administration and Political Science at Northern Kentucky University.
CLU
Investment Advisor
ChFC, CLU
Investment Advisor
ChFC, CLU
The O.N. Equity Sales Company
Member FINRA and SIPC
A registered broker/dealer.
One Financial Way
Cincinnati, Ohio 45242
877.663.7267
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