Lets bridge the gap
Thomas Kelly Northern
Financial Advisor
Guiding Your Financial Journey with Expertise and Care
My Team
Our team is dedicated to providing top-notch financial guidance and support to our clients. We are committed to helping you achieve your financial goals. Supported by our diligent assistant, we ensure seamless communication and efficient service delivery. Together, we work tirelessly to provide personalized solutions, sound advice, and a client-first approach to wealth management. Trust us to guide you towards financial success and a secure future.
Jeremy Pinto
Associate Financial Representative
As an AFR, I bring a passion for helping clients achieve their financial goals through dedicated support and expert guidance. With a prompt and professional approach, I strive to ensure that each client receives personalized attention and effective solutions tailored to their needs. My commitment to excellence in client service drives me to continuously enhance my knowledge and skills in the dynamic field of finance. I am dedicated to fostering trust and delivering results that exceed expectations, making a meaningful impact on the financial well-being of those I serve.
Affiliate Advisors
I work closely with a diverse group of affiliate advisors, serving both as a mentor and collaborator in addressing clients' specialized financial needs. Whether it's mentoring newer advisors to hone their skills or collaborating with seasoned professionals on complex client cases, I bring a proactive and strategic approach to our partnerships. By fostering a supportive environment and sharing insights gained from my experience, I aim to empower affiliate advisors to deliver exceptional service and tailored solutions to our clients. Together, we ensure that each client receives the personalized attention and comprehensive financial strategies needed to achieve their goals with confidence.
Robert Patrick Yost
B.S.
Financial Advisor
Rob is a listener, who is dedicated to guiding; Military Veterans, and their families in achieving their goals through personalized financial planning. He and his team specialize in finding tax favorability through different saving and investment strategies, aligning with his clients goals. Rob prioritizes empowering the people he works with to give them clarity with their financial lives.
Ashley E Kennedy
CFP®
Financial Advisor
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on working with families to help them build financial security and wealth preservation for generations to come.
Steven Eberbach
CFP®, RICP®
Partner and Wealth Management Advisor
Steve Eberbach is a CERTIFIED FINANCIAL PLANNER™ Professional serving families and business-owners who aspire to grow creatively, sustainably, and securely.
