Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Douglas B Roberts

MBA, CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Douglas B Roberts Visit Douglas B Roberts's website

Charles Weber

CFP®, MBA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles Weber Visit Charles Weber's website

Justin Penzell

CRPC

Financial Advisor

Learn more about Justin Penzell Visit Justin Penzell's website

Courtney Hunsberger

CFP®, BFA

Associate Financial Advisor

Learn more about Courtney Hunsberger Visit Courtney Hunsberger's website


Our team

Sherry Matzkow

Sherry Matzkow

Client Relationship Manager

Qualifications

  • Joined in 2004

Roles & Responsibilities

  • Office Manager for the Marietta Office
  • Business Management
  • Client Care
  • Scheduling
  • Seminars & Events
  • Notary
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Sheri Roberts

Sheri Roberts

Client Relationship Manager

Qualifications

  • Joined in 2007
  • Masters of Music Education

Roles & Responsibilities

  • Client Care
  • Scheduling
  • Seminars & Events
  • Business Processing
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Diane Hadden

Diane Hadden

Client Service Coordinator

Qualifications

  • Joined in 2016
  • Bachelors in Business Administration

Roles & Responsibilities

  • Money Movement
  • Business Management
  • Client Care
  • Special Project Assistant
  • Seminar & Events
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Deb Lenox

Deb Lenox

Client Service Coordinator

Qualifications

  • Joined in 2020
  • Associates Degree in Science

Roles & Responsibilities

  • Client Care
  • Ad Hoc Assignments
  • Money Movement
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