Who We Are

We take a team approach to assisting our clients with their wealth management needs. We collectively have over 55 years of experience with investment and financial advice.

Our team members:

Jack Shrieves (24 years)
Investment Advisor 

Responsibilities:

  • Investment Selection

  • Investment and Financial Advice

  • Portfolio Design

 

Emily Krieger, CFP, CIM®  (14 years)
Associate Investment Advisor

Responsibilities:

  • Financial Planning, Certified Financial Planner and Professional Financial Planner

  • Portfolio Design

  • Administration

 

Heather Esplen (35 years)
Associate Investment Advisor

Responsibilities:

  • Financial Planning, Professional Financial Planner

  • Portfolio Design

  • Administration