Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Brian Emery

Brian Emery

CFP®, ChFC®, CLU®

Private Wealth Advisor

Managing Director
Learn more about Brian Emery Visit Brian Emery's website
Advisor photo for Evan I Fischer

Evan I Fischer

Financial Advisor

Vice President
Learn more about Evan I Fischer Visit Evan I Fischer's website
Advisor photo for Matthew Brennan

Matthew Brennan

Registered Practice Associate

Learn more about Matthew Brennan Visit Matthew Brennan's website


Our team

Amy B. Morstadt

Amy B. Morstadt

Client Service Associate,

Practice Manager