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

Robert Kerschbaum

CFP®

Private Wealth Advisor

Learn more about Robert Kerschbaum Visit Robert Kerschbaum's website


Our team

Fiona Daugherty

Fiona Daugherty

Client Concierge,

Marketing Manager

Personal Intro

Fiona is a graduate from Michigan State University and is proud of it. Although she ends the run of all of us being Broncos, she is at least a lifelong Michigan native and a kind person. She has a Shiba Inu dog named Ronin whom she adores. She enjoys traveling, unique flavors of ice cream, photography and exploring new restaurants. She also likes plants.

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