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

Advisor photo for Michael Rothstein

Michael Rothstein

MBA, CRPC

Private Wealth Advisor

Managing Partner of Amberstone Wealth
Learn more about Michael Rothstein
Advisor photo for David Rothstein

David Rothstein

CFP®, CPWA®, BFA

Private Wealth Advisor

Managing Partner of Amberstone Wealth
Learn more about David Rothstein
Advisor photo for Ray Jones

Ray Jones

ChFC®

Financial Advisor

Business Financial Advisor
Learn more about Ray Jones
Advisor photo for Zach Powell

Zach Powell

MBA, CFP®, BFA, ChFC®, CLU®, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Zach Powell


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

  • CLU

  • ChFC

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Julia Osborn

Julia Osborn

Financial Planning Specialist