The Team

EBA Wealth Strategies

Our Advisors

Christine M Emond

Christine M Emond

Private Wealth Advisor

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Designations

MPASSM, MSFP, CRPC®, APMA®, CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options

Education

Master of Science Degree, Personal Financial Planning, College of Financial Planning, Denver, CO, BS, Business Administration, Finance & Economics, Cum Laude, Stonehill College at North Easton, MA, Study abroad program - Richmond University, The American International University, London
CA Insurance #0N04874 AR License #2308980

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Harvey Berger

Harvey Berger

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies
CA Insurance #0F67154 AR License #1997293

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Ken Desmond

Ken Desmond

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies

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Our Staff

Matthew Elmore

Matthew Elmore

Operations Director

Chief Operating Officer
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Qualifications

  • Education - Bachelors of Arts in Economics, George Mason University
  • Series 7 and 66 Licensed
  • Life and Health Insurance Licensed
Ian Prymak

Ian Prymak

Investment Manager

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Qualifications

  • Education - B.A., English, George Mason University, Fairfax, VA
  • Life and Annuities Insurance Licensed
  • Series 6, 7, 24, 63, and 65 Licensed
  • Certified Financial and Analyst Planning Licensed
Logan Gibson

Logan Gibson

Client Concierge

Financial Planning Specialist
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Qualifications

  • Education - Msc Finance, University of Leicester, UK
  • Level 4 Diploma in Regulated Financial Planning, UK
Deanna Lyons

Deanna Lyons

Client Service Manager

Paraplanner
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Qualifications

  • Series 7 and 66 Licensed
  • 2008 - present, Ameriprise Financial, Fairfax, VA
  • 15 years experience in office management
  • Member -Women's Empowerment Network
Tommy Fay

Tommy Fay

Operations Specialist

Paraplanner
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Qualifications

  • Education - Masters of Business Administration, College of William and Mary
  • Education - Bachelor of Arts in Religion, University of Mary Washington
  • Chartered Retirement Planning CounselorSM
  • Series 6, 7, 63, and 65 Licensed
  • Life and Health Insurance Licensed
  • Property and Casualty Insurance Licensed
Maria Sneed

Maria Sneed

Client Service Specialist

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Qualifications

  • Education - Bachelor of Arts in Psychology, Virginia Wesleyan College
  • Member -Women's Empowerment Network
Monika Blaumueller

Monika Blaumueller

Marketing Specialist

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Qualifications

  • Education - B.A., Economics and Political Science, Michigan State Unviersity, East Lansing, MI
  • Member, Ameriprise Women's Empowerment Network