Our Team
The Callahan Team
We build strong partnerships with our clients, advocating for their needs and providing recommendations that are always grounded in what’s truly in their best interest.
Joe Callahan
Certified Financial Planner™ | CEO
My name is Joe Callahan and I founded Callahan Financial in 1987. I have been very blessed and enlightened from a young age.
At four years old, my father died of cancer and my mother raised myself and my three sisters. I learned how fragile life can be. I learned how to adapt and not only survive but thrive. I learned how to do very much with very little. I learned all this through the lens of a child, by a strong and courageous mother.
At seven years old, as a family we began to go one evening per week to the local soup kitchen, to serve. My mom wanted to let us know we had a blessed life. She wanted us to take on a heart of service.
As a result of this, I focus my free time on things that matter to me, and serve not in a board capacity but on the ground amongst the great people the organization is helping.
My life experiences have shaped how I lead. How I lead our team and how I lead clients. I have learned that what people want more than anything is to work with people that care about them. We want you to thrive, relationally, physically, spiritually, emotionally and financially. We don’t just focus on the finances, instead we focus on all of you.
In reflecting, it is amazing to see how life’s struggles often go on to help shape who we are and how we are able to bless others from what we’ve learned along the way.
Activities that Matter:
- Youth coach in football, basketball, baseball, and rugby.
- Big Brothers' Association for the past 47 years, first as a little brother and now as a big brother.
- CASA advocate for abused and neglected children.
- Mission and disaster relief activist.
- Providing relief for victims of tornadoes, hurricanes, floods, etc.
- Traveling to other countries to create self-sustaining opportunities and hope.
- City Gospel Mission – mentoring and leading men in addiction, into sobriety.
- 2011 Altruism Award. Given by Registered Rep magazine for “Advisors with Heart.”
- Crossroads Church. Men’s small group leader.
- Phone: (513) 421-0800
- Email:Joe@Callahancincy.com
Albert Vonderheide, CFP®
Director of Financial Planning
- Phone: (513) 421-0800
- Email:Al@Callahancincy.com
Kevin J. Egan
Financial Advisor | Principal
Kevin is a native Cincinnatian who graduated from the University of Cincinnati. After spending years in Colorado, he returned to Cincinnati, where he married his wife, Stacy. Together, they have four beautiful daughters and currently reside in Loveland, Ohio.
Prior to joining our team in 2012, Kevin spent 20 years as a small business owner, bringing a wealth of life experience to his current role. He holds his FINRA 7, 66, and 24 registrations (held through Fortune Financial Services), as well as State Life and Health licenses, showcasing his dedication and expertise in the financial industry.
In his personal life, Kevin enjoys staying active and embracing the outdoors. He is passionate about trail running, mountain biking, and golf, and finds joy in just about any outdoor activity. Additionally, Kevin has been an active coach in the community, having coached youth soccer and volleyball. He is also a proud member of the Cincinnati Wolfhounds Rugby Football Hall of Fame, further reflecting his commitment to sports and teamwork.
- Phone: (513) 421-0800
- Email:Kevin@Callahancincy.com
Jeffrey Creek, CFA®, CFP®
Director of Investments
Jeff brings nearly 30 years of investment experience, with the last 15 years as the Director of Research for a large firm in Cincinnati. Jeff holds both the Chartered Financial Analyst and the Certified Financial Planner designations. He received his undergrad and graduate degrees from the University of Cincinnati.
Jeff has three children that keep him very busy running from one activity to another. In his spare time, Jeff enjoys golf, tennis, and just about any other activity that keeps him outside.
- Phone: (513) 421-0800
- Email:Jeff@Callahancincy.com
Cindy Lofton
Operations Manager
- Phone: (513) 421-0800
- Email:Cindy@Callahancincy.com