MEET OUR TEAM


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Grant S Donaldson CPA, MS

President, Financial Advisor

Grant Donaldson has contributed to the accounting, tax and financial professions for over thirty years. He established Tudor Financial, Inc. in 1992 and continues to serve individuals, families and institutions with his expertise in asset management, tax analysis & guidance, estate planning, and other financial planning needs. He is a prolific writer and researcher of investment history, strategy and risk management methodologies. He has provided hundreds of presentations to groups throughout many years of service in the financial profession. Tudor Financial, Inc. currently serves a record number of clients and provides management for a record level of client assets.

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

Check the background of ​​​​​​​Grant Donaldson, CPA, MS on FINRA's BrokerCheck here​​​​​​​


Check the background of Christine Tenbarge, CFP, ChFC on FINRA's BrokerCheck here​​​​​​​

Christine Tenbarge CFP® ChFC

Financial Advisor

Christine (Chris) Tenbarge is an advisor at Tudor Financial, Inc. who has been serving individuals, families, and small business owners with their financial planning needs for the last 20 years.

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.​​​​​​​


Drew A Brazie ChFC

Financial Advisor

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

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. ​​​​​​​

Check the background of Drew Brazie, ChFC on FINRA's BrokerCheck here​​​​​​​


Lisa Sitler​​​​​​​

Operations Manager

Lisa has worked for the advisors at Tudor Financial, Inc. for over 15 years. 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.

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Jessica L Fahrenholz

Financial Advisor: Assoc. to Christine

Jessica assists Christine Tenbarge in the management of her financial planning practice and the servicing of Ms. Tenbarge’s clients.

Education and Certifications:

• Wright State University – Bachelor of Science Accounting

• Sinclair Community College – Associate of Business Administration

Licenses:

• General Securities Representative License, FINRA, Series 7

Check the background of Jessica Fahrenholz on FINRA's BrokerCheck here​​​​​​​


Kameron Powell

Investment Management Assistant


As an investment management assistant, Kameron has had a variety of experiences in the financial field that have provided a deeper understanding of financial markets. Kameron provides investment portfolio oversight and supports efforts for Tudor’s portfolio management software.


Kameron oversees Tudor Financial’s Retirement Track, a client service designed to assist in the management and oversight of individual 401ks. 


Kameron is also responsible for offering our iRetire service, a simple yet sophisticated retirement planning tool that helps clients determine if they are prepared for a prosperous and successful retirement. Tudor offers this service for no cost to qualified clients.


Kameron also provides oversight for Tudor’s website and communications. Kameron is also involved in maintaining Tudor’s client information database.


Melvin Brazie

Financial Advisor

Melvin Brazie has been an adviser with Tudor Financial, Inc. since 2016, and a registered representative with Westminster Financial Securities since 2016. Prior to 2016, Melvin Brazie was an adviser with Westminster Financial Advisory from 2003 to 2006, Whitehall Financial Services, Inc. from 2006 to 2013, and licensed with KMS Financial Services Inc. from 2013 to 2016. 

Education and Certifications:

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​• EA - Enrolled Agent

• CLU - Chartered Life Underwriter

Licenses:

• Registered Representative Licence,    FINRA, Series 1

• Uniform Securities Agent License,      FINRA, Series 63


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

                                                                                                                                                                  Check the background of Melvin Brazie on FINRA's BrokerCheck here