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.

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Team photo for Flagship Private Wealth Management
Team photo for Flagship Private Wealth Management

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Our advisors

Advisor photo for Bobby Emerson

Bobby Emerson

CFP®

Private Wealth Advisor

Managing Director
Learn more about Bobby Emerson
Advisor photo for Sean Stevenson

Sean Stevenson

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Sean Stevenson
Advisor photo for Tom Eisenhuth

Tom Eisenhuth

CRPC

Private Wealth Advisor

Vice President
Learn more about Tom Eisenhuth
Advisor photo for Gage Stevenson

Gage Stevenson

APMA®

Financial Advisor

Learn more about Gage Stevenson
Advisor photo for Kevin Smith

Kevin Smith

APMA®, CRPC, CSRIC®

Private Wealth Advisor

Managing Director
Learn more about Kevin Smith


Our team

Mitchell Houser

Mitchell Houser

Lead Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7, Series 66

Roles & Responsibilities

  • New Client Intake, Account Service, Money Movement, Account Transfer/Rollovers, Estate Settlements, Trading
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Ojasvi Ahuja

Ojasvi Ahuja

Client Service Associate

Jennifer L Miller

Jennifer L Miller

Client Service Associate

Chase Jones

Chase Jones

Registered Client Service Associate

Qualifications

  • Series 7, Series 63

Roles & Responsibilities

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