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®
First 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 and knowledgeable insights for your employer-sponsored retirement plan.
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.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.