Our Team

Grant Donaldson has contributed to the accounting, tax and financial professions for over thirty years. He established Tudor Financial, Inc. in 1992. Working side by side with other credentialed professionals of Tudor Financial, he continues to serve individuals, families and institutions.  His experience includes asset management, tax analysis, estate planning and other financial advisory guidance. He is a prolific writer and researcher of investment history and strategy, and has a preference for high quality, risk-managed investment approaches. He has provided hundreds of presentations to groups throughout decades of service in the financial profession. Tudor Financial, Inc. currently serves a record number of clients in over thirty states throughout the U.S.
 
Education and Certifications:

• CPA – Certified Public Accountant
• University of Dayton – MBA program
• Master of Science in Financial Analysis
• Wright State University – Bachelor of Science Accounting

Licenses:

• General Securities Representative License, FINRA, Series 7
• Uniform Securities Agent State Law, FINRA, Series 63
• Uniform Advisory, FINRA, Series 65

Grant also maintains Life, Health and Variable Annuity Insurance Licensure
Further details can be found at Grant Donaldson’s webpage

Lisa has worked for the advisors at Tudor Financial since 2002. She’s often the first point of contact for clients and assists in all back office operations.

Lisa has been a catalyst for nurturing long-term relationships with Tudor clients and is always available to provide account assistance.

Certifications:

• Notary Public
• General Securities, FINRA, Series 99

Education and Certifications:

• ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​EA – Enrolled Agent
• CLU – Chartered Life Underwriter

Licenses:

• Registered Representative Licence, FINRA, Series 1
• Uniform Combined State Securities Law License, FINRA, Series 66

Melvin also maintains Life, Health and Variable Annuity Insurance Licensure. ​​​​​​​

Chris is an advisor at Tudor Financial, Inc. and Westminster Financial Advisory, and is a registered representative with Westminster Financial Securities, Inc. and has over 40 years in financial services. Chris, with her partner, Jessica Fahrenholz, specialize in financial planning and investments to help their clients achieve their personal financial needs and goals.

Education and Certifications:

• CFP® – CERTIFIED FINANCIAL PLANNER™
• ChFC® – Chartered Financial Consultant
• Attended Southern Ohio Business College, University of Cincinnati

Licenses:

• General Securities Representative License, FINRA, Series 7
• Uniform Securities Agent State Law, FINRA, Series 63
• General Securities Registered Principal, FINRA, Series 24
• MSRB Municipal Principal, FINRA, Series 53
• Uniform Advisory, FINRA​​​​​​​, Series 65
• Financial and Operations Principal, FINRA​​​​​​​, Series 27

Chris also maintains Life, Health and Variable Annuity Insurance Licensure.​​​​​​​

Jessica joined Tudor Financial in 2013. Today, she and her partner Chris Tenbarge combine their knowledge, expertise and passion for investing and financial planning to provide their clients with the best experience possible. Jessica is passionate about helping her clients make sense of their financial circumstances and giving them the education and confidence to make sound financial decisions.

Education and Certifications:

• Wright State University – Bachelor of Science Accounting
• Sinclair Community College – Associate of Business Administration
• CFP® – CERTIFIED FINANCIAL PLANNER™

Licenses:

• General Securities Representative License, FINRA, Series 7
• Uniform Combined State Securities Law License, FINRA, Series 66

Jessica also maintains Life, Health and Variable Annuity Insurance Licensure.

Drew A Brazie has been an advisor with Tudor Financial, Inc. since 2004, an advisor with Westminster Financial Advisory since 1993 and a registered representative with Westminster Financial Securities since 1987.

Education and Certifications:

• ChFC® – Chartered Financial Consultant
• Attended Cleveland State University

Licenses:

• General Securities Representative License, FINRA, Series 7
• Uniform Securities Agent State Law, FINRA, Series 63
• Uniform Advisory, FINRA​​​​​​​, Series 65

Drew also maintains Life, Health and Variable Annuity Insurance Licensure. ​​​​​​​

Paul Brazie has contributed his skills to the financial services industry for over twenty years.

He has been an advisor with Tudor Financial, Inc. and Westminster Financial Advisory since August 2018, and is currently a registered representative with Westminster Financial Securities.

Education and Certifications:

• CFP® – CERTIFIED FINANCIAL PLANNER™
• University of Cincinnati – Bachelor of Business Administration in Finance and Real Estate
• Xavier University – Executive Certificate in Financial Planning

Licenses:

• General Securities Representative License, FINRA, Series 7
• General Securities Principal, FINRA, Series 24
• MSRB Municipal Principal, FINRA, Series 53
• Registered Options Principal, FINRA, Series 4
• Uniform Combined State Securities Law License, FINRA, Series 66

Paul also maintains Life, Health and Variable Annuity Insurance licensure