With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Robert Potter

CFP®, CRPC, MS, APMA®

Private Wealth Advisor

Managing Director of Auremont Wealth Advisors
Learn more about Robert Potter Visit Robert Potter's website

Vadim Matatov

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Vadim Matatov Visit Vadim Matatov's website

Beth Lappin

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Beth Lappin Visit Beth Lappin's website

Scott Van Overmeer

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Scott Van Overmeer Visit Scott Van Overmeer's website

Zeina Robinson

CFP®, MBA

Financial Advisor

Learn more about Zeina Robinson Visit Zeina Robinson's website

Stephen Bratta

AAMS®, CMFC, APMA®

Private Wealth Advisor

Learn more about Stephen Bratta Visit Stephen Bratta's website

Paul Giles

CRPC

Financial Advisor

Learn more about Paul Giles Visit Paul Giles's website

Nicholas Tucker

APMA®, CRPC

Private Wealth Advisor

Associate Franchise Consultant
Learn more about Nicholas Tucker Visit Nicholas Tucker's website

Jonathon Hornbeck

APMA®

Financial Advisor

Learn more about Jonathon Hornbeck Visit Jonathon Hornbeck's website

Jennifer Galey

CFP®, APMA®, CRPC, MSF

Financial Advisor

Learn more about Jennifer Galey Visit Jennifer Galey's website

Eva Moulton

CFP®, CDFA®

Financial Advisor

Learn more about Eva Moulton Visit Eva Moulton's website

Elio Kollcinaku

RICP®

Financial Advisor

Learn more about Elio Kollcinaku Visit Elio Kollcinaku's website

Damon Dyas

CFP®, CLU®, CRPC, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Damon Dyas Visit Damon Dyas's website

Austin Burcar

CRPC

Financial Advisor

Learn more about Austin Burcar Visit Austin Burcar's website

John Steves

MBA, AAMS®, CRPC, AWMA®

Financial Advisor

Franchise Owner
Learn more about John Steves Visit John Steves's website

Anthony Whitbeck

CFP®, CLU®

Financial Advisor

Franchise Consultant
Learn more about Anthony Whitbeck Visit Anthony Whitbeck's website


Our team

Timothy Barber

Timothy Barber

Operations Senior Director,

Chief Operating Officer of Auremont Wealth Advisors
Melissa Johnson

Melissa Johnson

Operations Director

Ellen Morency

Ellen Morency

Operations Specialist

Stacie Helsel

Stacie Helsel

Operations Coordinator

Danielle Jenkins

Danielle Jenkins

Client Service Coordinator

Roles & Responsibilities

  • Client Service & Scheduling
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Brooke Kienast

Brooke Kienast

Client Concierge