Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Springhaven Wealth Management
Team photo for Springhaven Wealth Management

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Our advisors

Advisor photo for Jacob Mckelvey

Jacob Mckelvey

CFP®, CIMA®, RICP®, CRPC, AWMA®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Jacob Mckelvey Visit Jacob Mckelvey's website
Advisor photo for Thomas P Carney

Thomas P Carney

CFP®

Financial Advisor

Associate Vice President
Learn more about Thomas P Carney Visit Thomas P Carney's website
Advisor photo for Lee Ann Gregg

Lee Ann Gregg

Financial Advisor

Vice President
Learn more about Lee Ann Gregg Visit Lee Ann Gregg's website
Advisor photo for Bob Busby

Bob Busby

CFP®

Financial Advisor

Vice President
Learn more about Bob Busby Visit Bob Busby's website


Our team

Asante Donadelle

Client Service Associate