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

Brian Austin

CFP®, RFC®, APMA, CKA®

Private Wealth Advisor

Managing Partner of PVA Wealth Advisors
Learn more about Brian Austin Visit Brian Austin's website

Anthony Gerardot

CFP®, APMA, CKA®

Private Wealth Advisor

Managing Partner of PVA Wealth Advisors
Learn more about Anthony Gerardot Visit Anthony Gerardot's website

Adam Gemmer

CFP®, APMA

Financial Advisor

Managing Partner of PVA Wealth Advisors
Learn more about Adam Gemmer Visit Adam Gemmer's website

Ed Rowell

BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Ed Rowell Visit Ed Rowell's website

Chuck Gemmer

MBA, CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chuck Gemmer Visit Chuck Gemmer's website

Mason Boling

CFP®, APMA, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mason Boling Visit Mason Boling's website

Brent Gramman

APMA

Financial Advisor

Learn more about Brent Gramman Visit Brent Gramman's website

Daniel Pugh

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Daniel Pugh Visit Daniel Pugh's website


Our team

Holly Duzan

Holly Duzan

Practice Manager

Derek Wagner, APMA®

Derek Wagner, APMA®

Paraplanner

Qualifications

  • Accredited Portfolio Management Advisor

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Jacob Conn

Jacob Conn

Paraplanner

Terran Woodford

Terran Woodford

Client Service Coordinator

Julie Buchtenkirch

Julie Buchtenkirch

Marketing Manager

Vicki Wood

Vicki Wood

Operations Manager

Terri Schicker

Terri Schicker

Administrative Assistant