Who We Are

C. Todd Fry, CIMA®, CFS
Founder / CEO

With a career spanning well more than 30 years, Todd is the architect of the firm's independent, multi-family office approach. Responsible for developing and integrating the firm's unique and comprehensive capabilities, he continues to lead the investment committee overseeing all allocations and investment selections, while remaining integrally involved in all phases of the wealth management process. Among his many community engagements, he is proud to serve as a member of The Columbus Foundation's Professional Council, to support the foundation's life-changing work. He earned the Certified Investment Management Analyst designation (CIMA®) through the University of Pennsylvania's Wharton School of Business and the CFS designation through the Institute of Business and Finance.

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J. Eric Rice, CFP®, ChFC®
Vice President / COO

Eric is committed to helping clients discover and implement strategies to elevate their financial well-being. He believes that an effective investment strategy should be integrated with proper planning, so that resources are optimized and all client objectives are fully addressed. As head of operations, he directs all aspects of system development and application, ensuring that the firm always fulfills its commitment to the clients it serves. He has earned the Certified Financial Planner designation (CFP®) and is a member of The Columbus Foundation Professional Council. He credits his Denison University professors with helping him become a lifelong learner. Today, he continues to take advanced classes in tax, investment, estate and retirement planning.

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Our Advisory Board

G. Scott Humphrey
Chairman, Wenner Bread Products Inc.

Scott joined Wenner in June 2011 as a Shareholder and Director, before being named Chairman in May 2014. From November 2004 until the sale of the business to CSM in March 2010, he was President and CEO of Best Brands. During his tenure with the company, he lead the acquisition and integration of Multifoods and Telco Foods. He previously served as Executive Vice President of Manufacturing, Logistics and R & D, before becoming President and CEO. Other senior leadership roles include positions with Borden Foods, Johnson & Johnson, and Kraft Canada. In addition to his professional endeavors, he currently serves as a board member for a local shelter and as a literacy mentor for foreign students. Scott earned a B.S. in Chemical Engineering from Purdue University and a M.B.A. from Xavier University.




Douglas A Smith
"The Happiness Guy"

Doug is a former business leader, who, after reaching the pinnacle of success, wanted to give back by teaching others the skills that lead to true happiness, effectiveness, and a sense of well-being. He is committed to helping people at all levels enhance their leadership skills and learn to live with greater joy and abundance. His first book, "Happiness: The Art of Living with Peace, Confidence and Joy" was released January 2014. He is an Adjunct Professor at DePauw University, a frequent lecturer at Canyon Ranch, a nationally-recognized conference speaker, and a consultant to numerous CEOs. His company, White Pine Mountain, donates all profits to cancer research. Doug is the former CEO of Kraft Foods Canada, Chairman and CEO of Borden Foods Corporation and Chairman and CEO of Best Brands Corporation. He earned a B.A. from DePauw University and a M.B.A. from Dartmouth College Tuck School of Business. He received an honorary doctorate from DePauw University, in recognition of his many contributions to business and humanity.




Andrew R Summerfield
President, Summerfield Advertising

Andrew has quickly established himself as an innovator in the rapidly-changing world of building and maintaining brand identity. He leads a group of highly-talented designers, who together have developed nationally-recognized campaigns for DSW, Inc., Aetna, Porter Wright, WOSU, ViaQuest, National Church Residences, Asset Strategies Group, the Ohio State Fisher College of Business, Victoria's Secret, and The McGraw-Hill Companies. In 2013, the Columbus Chamber of Commerce named him a member of the Forty Under 40 class, honoring his professional accomplishments and service to the Central Ohio community. He is also a member of the chamber's Leadership Columbus Class of 2015. Andrew is committed to giving back on many levels, including fostering the talent of those who would follow in his footsteps. He remains actively involved in the visual communication department at his alma mater, the Columbus College of Art & Design, frequently lecturing on illustration, design and advertising.




Our Principles

  • Independence

    We have no affiliations or relationships that dictate our policies, procedures or recommendations. Our only commitment is to building and protecting the wealth of our clients. We are fiercely independent, not subject to any outside influences and only compensated by those we serve.

  • Listen

    Listening may be a lost art for most, however, it is essential to building strong relationships. We want to hear everything our clients have to say, both their words and the inherent message. We will commit the time and resources needed to understand you and what is important to you.

  • Stewardship

    When we are entrusted with our clients' wealth, we know it is often the culmination of their life's work, perhaps even that of generations. It is a responsibility we take very seriously and why we aspire to the highest fiduciary standard in all that we say and do on their behalf.

  • Excellence

    We are motivated by a continual quest for excellence in all that we do. Regardless of how large or small the task, how limited or far-reaching the implications, we will strive to deliver exceptional results in everything we do.

  • Culture

    We promote a culture where independent thinking is a must, education is encouraged, open communication is fostered and the highest integrity is expected. Each of us is committed to furthering our clients financial well-being.

  • Giving Back

    To whom much is given, much is expected. We are grateful for the trust and confidence that has been invested in us and we are committed to helping others in return. Supporting organizations and charities throughout the community, both individually and collectively, is our way of paying it forward.

  • Humility

    We are experts in wealth management, yet we are always learning. We are committed to continuous growth, enhancing our ability to serve our clients by expanding our knowledge, our technical capabilities and learning from our mistakes.

Our Involvement

Just as we are committed to the clients we serve, we are also committed the community at large. In addition to serving as members of The Columbus Foundation's Professional Council, we are proud to support the following charities, in hopes of creating a brighter tomorrow for our friends and neighbors. We are also proud that every member of our management team and advisory board individually contributes their time, talent and financial resources to organizations and charities throughout our community, in hopes of securing a better future for all.

Only a life lived for others is a life worthwhile.
—Albert Einstein