Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Brian Emery

Brian Emery

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

APMA®

Registered Practice Associate

Investment Specialist
Learn more about Matthew Brennan Visit Matthew Brennan's website


Our team

Amy B. Morstadt

Amy B. Morstadt

Client Service Associate,

Practice Manager