Meet the team

Our ONESCO team is focused on understanding your needs and is committed to nurturing a culture to exceed your expectations.

We are diligent in earning your trust

And are steadfast in our commitment to your success.

We are proud of over 50 years of delivering uncommon stability in uncertain times and will continue to support your business.

It’s about what we can do together.

Nancy Westbrock

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.

Andy VanHoy

CRCP

Vice President and Chief Executive 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.

Terry Garrard

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.

Adam Mackintosh

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.

Matt Collins

Assistant Vice President, Compliance – Suitability and Advertising

Matt joined ONESCO in 2014 and is currently Assistant Vice President, Compliance – Suitability and Advertising. He has several years of experience in the financial services industry working at another broker dealer. Matt earned a bachelor’s degree in Finance from Thomas More University, as well as the designation for Certified Regulatory and Compliance Professional (CRCP) -FINRA/Wharton School of Business, University of Pennsylvania.

Brian Tabler

Assistant Vice President, ONESCO Trade Desk and 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.

Evan Bihl

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.

Katie Schwarber

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.