Auremont Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Auremont Wealth Advisors
Team photo for Auremont Wealth Advisors

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Advisors

Advisor photo for Christian Thomas

Christian Thomas

Financial Advisor

Visit Christian Thomas's website
Advisor photo for Robert Potter

Robert Potter

CFP®, CRPC, MS, APMA®

Private Wealth Advisor

Managing Director of Auremont Wealth Advisors
Visit Robert Potter's website
Advisor photo for Vadim Matatov

Vadim Matatov

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Vadim Matatov's website
Advisor photo for Beth Lappin

Beth Lappin

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Beth Lappin's website
Advisor photo for Scott Van Overmeer

Scott Van Overmeer

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Scott Van Overmeer's website
Advisor photo for Zeina Robinson

Zeina Robinson

CFP®, MBA

Financial Advisor

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Advisor photo for Hunter Chappell

Hunter Chappell

Financial Advisor

Visit Hunter Chappell's website
Advisor photo for Austin Burcar

Austin Burcar

CRPC

Financial Advisor

Visit Austin Burcar's website


Team

Danielle Jenkins

Danielle Jenkins

Client Service Coordinator

Roles & Responsibilities

  • Client Service & Scheduling
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Ellen Morency

Ellen Morency

Operations Specialist