How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Chris Barley

Chris Barley

CFP®, CIMA®

Private Wealth Advisor

Managing Director
Learn more about Chris Barley
Bob Emerson

Bob Emerson

CFP®

Private Wealth Advisor

Managing Director
Learn more about Bob Emerson
Sean Stevenson

Sean Stevenson

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Learn more about Sean Stevenson
Tom Eisenhuth

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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Scott Smith

Scott Smith

Registered Practice Associate

Dona Hertz

Dona Hertz

Registered Client Service Associate