Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Auremont Wealth Advisors
Team photo for Auremont Wealth Advisors

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Our advisors

Advisor photo for Robert Potter

Robert Potter

CFP®, CRPC, MS, APMA®

Private Wealth Advisor

Managing Director of Auremont Wealth Advisors
Learn more about Robert Potter Visit Robert Potter's website
Advisor photo for Stephen Bratta

Stephen Bratta

AAMS®, CMFC, APMA®

Private Wealth Advisor

Learn more about Stephen Bratta Visit Stephen Bratta's website
Advisor photo for John Steves

John Steves

MBA, AAMS®, CRPC, AWMA®

Financial Advisor

Franchise Owner
Learn more about John Steves Visit John Steves's website
Advisor photo for Vadim Matatov

Vadim Matatov

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Vadim Matatov Visit Vadim Matatov's website
Advisor photo for Beth Lappin

Beth Lappin

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Beth Lappin Visit Beth Lappin's website
Advisor photo for Scott Van Overmeer

Scott Van Overmeer

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Scott Van Overmeer Visit Scott Van Overmeer's website
Advisor photo for Eva Moulton

Eva Moulton

CFP®, CDFA®

Financial Advisor

Learn more about Eva Moulton Visit Eva Moulton's website
Advisor photo for Paul Giles

Paul Giles

CRPC

Financial Advisor

Learn more about Paul Giles Visit Paul Giles's website
Advisor photo for Zeina Robinson

Zeina Robinson

CFP®, MBA

Financial Advisor

Learn more about Zeina Robinson Visit Zeina Robinson's website
Advisor photo for Jonathon Hornbeck

Jonathon Hornbeck

APMA®

Financial Advisor

Learn more about Jonathon Hornbeck Visit Jonathon Hornbeck's website
Advisor photo for Damon Dyas

Damon Dyas

CFP®, CLU®, CRPC, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Damon Dyas Visit Damon Dyas's website
Advisor photo for Jennifer Galey

Jennifer Galey

CFP®, APMA®, CRPC, MSF

Financial Advisor

Learn more about Jennifer Galey Visit Jennifer Galey's website
Advisor photo for Nicholas Tucker

Nicholas Tucker

APMA®, CRPC

Private Wealth Advisor

Associate Franchise Consultant
Learn more about Nicholas Tucker Visit Nicholas Tucker's website
Advisor photo for Anthony Whitbeck

Anthony Whitbeck

CFP®, CLU®

Financial Advisor

Franchise Consultant
Learn more about Anthony Whitbeck Visit Anthony Whitbeck's website


Our team

Timothy Barber

Timothy Barber

Operations Senior Director,

Chief Operating Officer of Auremont Wealth Advisors
Melissa Johnson

Melissa Johnson

Operations Director

Rovena Xake

Rovena Xake

Client Service Specialist

Taira Frank

Taira Frank

Client Service Specialist

Ellen Morency

Ellen Morency

Operations Specialist

Stacie Helsel

Stacie Helsel

Operations Coordinator

Danielle Jenkins

Danielle Jenkins

Client Service Coordinator

Roles & Responsibilities

  • Client Service & Scheduling
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Brooke Kienast

Brooke Kienast

Client Concierge

Andrea Cwiklinski

Andrea Cwiklinski

Financial Planning Specialist

Andrew Alltop

Andrew Alltop

Financial Planning Specialist

Frank Stover

Frank Stover

Financial Planning Specialist

Jessica Walla

Jessica Walla

Financial Planning Specialist

Natasha Lynn

Natasha Lynn

Financial Planning Assistant

Rachel Gibson

Rachel Gibson

Financial Planning Assistant

Stephen Sleva

Stephen Sleva

Financial Planning Specialist