Who We Are
Our Team
With decades of combined industry experience, Michael Porter, Jeremy Lambert, Heidi Jones, Jason Bentley, Tracy Adams-Kirk, Ryan Zemke, Ariel Olson, and Patrick Kealey 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, AWMA®, CLTC®
Executive Vice President / Wealth Management, Financial Advisor
Jeremy A. Lambert
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
Ariel Olson
Account Executive
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.
