Our advisors

Jon Pearlstein

CRPC, RICP®, APMA

Private Wealth Advisor

Managing Director of Blue Pearl Wealth Management
Learn more about Jon Pearlstein Visit Jon Pearlstein's website

Matthew Boltz

Financial Advisor

Managing Partner of Blue Pearl Wealth Management
Learn more about Matthew Boltz Visit Matthew Boltz's website

Kevin Henneman

Financial Advisor

Financial Planning Specialist
Learn more about Kevin Henneman Visit Kevin Henneman's website

Grant Talbot

APMA

Associate Financial Advisor

Learn more about Grant Talbot Visit Grant Talbot's website


Our team

Carolyn McNeirney

Carolyn McNeirney

Practice Manager