Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is 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 P. Fetrow, CFP®
Senior Vice President / Wealth Management, Financial Advisor
Mert G. Gilbert, ChFC
Executive Vice President / Wealth Management, Financial Advisor
Timothy P. Healey, CFP®
Financial Advisor
Corey M. Cahill, CFP®
Financial Advisor
Patricia Nolan
Private Client Associate
Carol R. Dittert
Senior Registered Private Client Assistant
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
GFM Wealth Coach
Millennials are growing up: there are now 83.1 million
“Generation Y” 18-to-34-year-olds, and they currently comprise the largest generation. They are entering the workforce in large numbers, and beginning to earn their own living. They’re looking for financial advice—but they likely think differently about money than other generations.
Working With Clients
Financial goals change over time. By understanding yours, we can better recommend a comprehensive plan to address them, today and tomorrow.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.