Our Team
Our team members have dedicated their careers to guiding individual investors and families through some of life’s most important financial decisions by focusing on superior advice and dedicated service. Our culture is fostered by the individuals on our team who all have an attitude of ‘client first’ and genuine personal attention.
Andrew R. Nehrbas
Executive Vice President/Wealth Management, Financial Advisor
David S. Penn, CFA®
Executive Vice President/ Wealth Management, Financial Advisor
Meg Tegler Hardesty, AWMA®
Associate Vice President/ Wealth Management, Senior Account Executive
Steven M. Lane, CFP®, AWMA®
Associate Vice President/Wealth Management, Senior Account Executive
Christopher W. Gagnier, CFA, CIMA®
Financial Advisor
Susan McCollian
Senior Registered Private Client Associate
Scott Nehrbas
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
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.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Partners In Wealth
Clients sleep well with their assets under the watchful eye of Nehrbas Wealth Management
Something's Not Working and That's OK!
“It's tough to make predictions, especially about the future.” – Yogi Berra
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.