Who We Are
Our Team
With decades of combined industry experience, Michael Porter, Jeremy Lambert, Heidi Jones, Jason Bentley, Tracy Adams-Kirk, Ryan Zemke, Nancy Carmean, Patrick Kealey, Jody Boyer, and Devin DiFranks strive to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Michael D. Porter, AIF®, AWMA®, CLTC®
Executive Vice President / Wealth Management, Financial Advisor
Jeremy A. Lambert, AIF®
Executive Vice President / Wealth Management, Financial Advisor
Heidi L.E. Jones
Senior Registered Private Client Associate
Ryan J. Zemke, CFP®, AIF®, CRPC®, CLTC®
Financial Advisor
Jason S. Bentley, AWMA®, CLTC®
Financial Advisor
Tracy Adams-Kirk
Private Client Associate
Patrick Kealey
Private Client Associate
Jody Boyer, AWMA®
Account Executive
Nancy Carmean
Senior Registered Private Client Associate
Devin DiFranks
Private Client Associate
Awards
Forbes Top Next-Gen Wealth Advisors 2023
Jeremy Lambert has been recognized as a 2023 Top Next-Gen Wealth Advisor by Forbes
AdvisorHub: 100 Advisors to Watch (under $1 billion in assets)
Michael Porter has been recognized as a 2023 Advisor to Watch by AdvisorHub
Forbes Best-in-State Wealth Advisors 2023
Michael Porter and Jeremy Lambert Named 2023 Best-in-State Wealth Advisors by Forbes.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
