Meet the EWM Team

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers are experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

We Have More Than 30 Years of Financial Planning Experience

DavidEissman-portrait
David Eissman
Owner & President
JaneJones-portrait
Jane Jones
Operations Manager
JamesMacaulay-portrait
James Macaulay
Financial Advisor
AndrewKirkland-portrait
Andrew Kirkland
Financial Advisor