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

Chris Barley

CFP®

Private Wealth Advisor

Managing Director
Learn more about Chris Barley

Bobby Emerson

CFP®

Private Wealth Advisor

Managing Director
Learn more about Bobby Emerson

Sean Stevenson

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Sean Stevenson

Tom Eisenhuth

CRPC

Financial Advisor

Vice President
Learn more about Tom Eisenhuth


Our team

Mitchell Houser

Mitchell Houser

Registered Client Service Associate

Qualifications

  • Series 7, Series 66

Roles & Responsibilities

  • New Client Intake, Account Service, Money Movement, Account Transfer/Rollovers, Estate Settlements
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Dona Hertz

Dona Hertz

Registered Client Service Associate

Ojasvi Ahuja

Ojasvi Ahuja

Client Service Associate

Jennifer L Miller

Jennifer L Miller

Client Service Associate