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

Michael Rothstein

MBA, CRPC

Private Wealth Advisor

Managing Partner of Amberstone Wealth
Learn more about Michael Rothstein

David Rothstein

CFP®, CPWA®, BFA

Private Wealth Advisor

Managing Partner of Amberstone Wealth
Learn more about David Rothstein

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

  • 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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Julia Osborn

Julia Osborn

Financial Planning Specialist

Qualifications

  • Bachelor of Business Administration - BBA, Finance, Miami University, Oxford, OH

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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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