Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

David Rothstein

CFP®, CPWA®, BFA

Private Wealth Advisor

Managing Partner of Amberstone Wealth
Learn more about David Rothstein

Michael Rothstein

MBA, CRPC

Private Wealth Advisor

Managing Partner of Amberstone Wealth
Learn more about Michael Rothstein

Zach Powell

CFP®, BFA, ChFC®, CLU®, APMA, MBA

Financial Advisor

Behavioral Financial Advisor
Learn more about Zach Powell

Julia Rothstein Osborn

Financial Advisor

Learn more about Julia Rothstein Osborn


Our team

Melissa Brown

Melissa Brown

Practice Manager

Barbara Kinsey

Barbara Kinsey

Financial Planning Specialist

Katherine Bracken

Katherine Bracken

Client Service Coordinator

Bill Evans

Bill Evans

Business Development Specialist

Qualifications

  • Appointed with Ameriprise Financial Serivces, LLC (Formerly IDS Financial Services Inc.) in 1976

  • CLU® Chartered Life Underwriter®

  • ChFC® Chartered Financial Consultant®

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Ray Jones

Ray Jones

Business Development Specialist

Qualifications

  • Started in the Financial Services industry in 1973

  • ChFC® Chartered Financial Consultant®

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Kymari Robinson

Kymari Robinson

Administrative Assistant