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



Our advisors

L Tom Burnley, Private Wealth Advisor serving the Exton, PA area - Ameriprise Advisors

L Tom Burnley

CFP®, CFS®, CRPC, CLTC®, APMA, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about L Tom Burnley Visit L Tom Burnley's website
Michael Bacchini, Financial Advisor serving the Exton, PA area - Ameriprise Advisors

Michael Bacchini

CFS®, CRPC, APMA

Financial Advisor

Learn more about Michael Bacchini Visit Michael Bacchini's website
Dimitry Belokopyty, Financial Advisor serving the Exton, PA area - Ameriprise Advisors

Dimitry Belokopyty

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dimitry Belokopyty Visit Dimitry Belokopyty's website
Matt Hoey, Financial Advisor serving the Exton, PA area - Ameriprise Advisors

Matt Hoey

MBA, CPA, APMA

Financial Advisor

Learn more about Matt Hoey Visit Matt Hoey's website
Justin Pohlig, Financial Advisor serving the Exton, PA area - Ameriprise Advisors

Justin Pohlig

CFP®, CFA®

Financial Advisor

Chartered Financial Analyst®
Learn more about Justin Pohlig Visit Justin Pohlig's website
Ed Staudenmayer, Financial Advisor serving the Exton, PA area - Ameriprise Advisors

Ed Staudenmayer

CRPC

Financial Advisor

Franchise Owner
Learn more about Ed Staudenmayer Visit Ed Staudenmayer's website


Our team

Kristen Brown

Kristen Brown

Executive Assistant,

Office Manager

Qualifications

  • B.S. in Criminal Justice from Penn State University
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Kathleen Woods

Kathleen Woods

Administrative Assistant

Qualifications

  • B.S. Psychology from Saint Joseph's University, College of Arts and Sciences
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Opal Ricks

Opal Ricks

Administrative Assistant

Qualifications

  • A.S. - Natural Science

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