Birchcreek Wealth Management

Dan Johnson
CFP^®
Dan founded Birchcreek to serve families as a steward of their financial lives in a structure that ensures their interests are always placed first. He has over a decade of experience working with individuals, families, and business owners on planning for their futures. He entered the industry in 2007 and has served as: Retirement Specialist at a large no-load mutual fund company First Vice President, Wealth Management Advisor at a major Wall Street firm Helping clients navigate the Great Recession has given him important perspective on managing risk associated in one's investment portfolio. Originally from Florida, Dan is a Business Finance graduate of the University of Florida and holds the CERTIFIED FINANCIAL PLANNER^™ certification. Committed to giving back to his community, Dan is a director on the board of Habitat for Humanity of Greater Dayton and an active member of the Centerville Rotary Club. He volunteers as a moderator at the University of Dayton's Osher Lifelong Learning Institute (UDOLLI) having taught the course "Financial Success in Retirement" since 2014. Dan resides in Centerville, Ohio with his wife Katie and their three daughters Kasey, Julia, and Mara. They enjoy the outdoors, traveling, and community service activities.

Jake Bartel
CFP^®
Jake joined Birchcreek after spending nearly a decade at a major Wall Street firm. He holds the CFP^® certification and is a cum laude graduate of The Ohio State University with a B.S. in finance and a minor in Italian. As a Wealth Advisor, Jake enjoys walking clients through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own. He leads the firm's offerings in collaborative divorce consulting and workplace retirement plan 401k advisory services. Jake resides in Anderson Township, OH with his wife Maggie and enjoys running, music, and snowboarding. He serves on the board of directors of Brighton Center, a social service agency creating opportunities for individuals and families to reach self-sufficiency through support services, education, employment, and leadership.

Sayre Payne
CFP^®, JD
Sayre joined Birchcreek to help families navigate the complexities of living in a globalized world. He has over a decade in the wealth management and legal industries having served as a financial advisor at a prominent Wall Street firm, then as a practicing attorney at a full-service, national law firm. He partners with his clients by deeply understanding the goals they aim to achieve. Sayre then focuses on implementing a prudent plan to enrich their life today while preparing for tomorrow. Sayre obtained his International Studies degree from The Ohio State University and prior to entering private practice, served as an active-duty Army officer. He is a graduate of U.S. Army Ranger School and from 2010-2011, served as an infantry platoon leader with the 101st Airborne Division in the rural outskirts of Kandahar, Afghanistan. In 2018, he earned his law degree from the University of Dayton School of Law where he was a published writer of the school's law review and an inaugural member of their Leadership Honors Program. In addition to his law degree, he holds the CERTIFIED FINANCIAL PLANNER^™ certification. Sayre and his wife Sarah reside in Madeira, Ohio with their oldest daughter Brynn and twins Harper and Wyatt. They enjoy outdoor play, cooking, eating, raising chickens, and tending to the garden. Legal services not provided through Birchcreek Wealth Management