Who We Are
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.
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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, Financial Advisor
Christopher W. Gagnier, CFA, CIMA®
Financial Advisor
Susan McCollian
Senior Registered Private Client Associate
Scott Nehrbas
Private Client Associate
Awards
Andrew Nerhbas has been recognized by Financial Times and Barron's.
Andy brings more than three decades of service and guidance to clients and has earned industry accolades for his work.
FORBES 2025 BEST-IN-STATE WEALTH MANAGEMENT TEAMS LIST
NEHRBAS WEALTH MANAGEMENT GROUP NAMED TO FORBES 2025 BEST-IN-STATE WEALTH MANAGEMENT TEAMS LIST
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.
