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.