Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Our advisors

Christine M Emond

Christine M Emond

MPASSM, MSFP, BFA, CRPC®, APMA®

Private Wealth Advisor

Master Planner Advanced Studies
Learn more about Christine M Emond Visit Christine M Emond's website
Harvey Berger

Harvey Berger

CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Harvey Berger Visit Harvey Berger's website
Ken Desmond

Ken Desmond

Financial Advisor

Learn more about Ken Desmond Visit Ken Desmond's website
Thomas Fay

Thomas Fay

MBA, CRPC®, BFA

Financial Advisor

Learn more about Thomas Fay Visit Thomas Fay's website

Our team

Matthew Elmore

Matthew Elmore

Operations Director,

Chief Operating Officer

Qualifications

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

Deanna Lyons

Client Service Manager,

Paraplanner

Qualifications

  • Notary Public
  • Series 7 and 66 Licensed
  • 2008 - Present, Ameriprise Financial Services
  • 15 years experience in office management
  • Member -Women's Empowerment Network
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Maria Sneed

Maria Sneed

Client Service Specialist

Qualifications

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

Monika Blaumueller

Marketing Manager

Qualifications

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

Nicole Marchese

Client Service Coordinator

Qualifications

  • Women's Empowerment Network, Member

Roles & Responsibilities

  • Customer Services Representative
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Michael Powers

Michael Powers

Financial Planning Specialist

Qualifications

  • Financial Planning Certificate, Bryant University
  • Masters of Science, Statistics, Virginia Tech University
  • Bachelor of Science, Electrical Engineering, Virginia Tech University
  • Series 65 License
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Jordan Albert

Jordan Albert

Financial Planning Specialist

Qualifications

  • Senior Financial Analyst -CIM Group LP, Los Angeles November 2018 - April 2021
  • Senior Associate, Financial Due Diligence, M&A Advisory Services, KPMG New York, August 2015- November 2018
  • MBA, concentration in Finance, Indiana University
  • B.S., Business, Accounting Major, Indiana University
  • Licenses held: Series 7 and 66, Life and Health Insurance

Roles & Responsibilities

  • Client Services
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