Embassy Wealth Advisors

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Team photo for Embassy Wealth Advisors
Team photo for Embassy Wealth Advisors

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Team

Rose Pomeroy

Rose Pomeroy

Client Service Coordinator

Roles & Responsibilities

  • Rose co-ordinates all client service needs including meetings with Tom, applications, incoming money transfers and familiarity with the Ameriprise Secure Site. and
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Craig Kouris

Craig Kouris

Financial Planning Specialist

Roles & Responsibilities

  • Craig specializes in financial planning projections for retirement, education, insurance needs analysis, cash flow and more complex issues like Roth conversions and employee stock awards.
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Lavina Ilgen

Lavina Ilgen

Financial Planning Analyst

Roles & Responsibilities

  • Lavina specializes in financial planning projections for retirement, education, IRA withdrawals and more complex issues including small business impact on wealth and rental properties.
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Gabriel Stein

Gabriel Stein

Financial Planning Analyst

Qualifications

  • Indiana Insurance License

Roles & Responsibilities

  • Gabriel specializes in financial planning projections for retirement, education, and complex insurance comparisons..
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Kim Hartigan

Kim Hartigan

Financial Planning Analyst

Gracie Dusseau

Gracie Dusseau

Operations Manager

Makayla Woodbury

Makayla Woodbury

Financial Planning Specialist

Gabriel Stein

Gabriel Stein

Financial Planning Specialist