Who We Are

Meet Our Team

Our team works as a unit to comprehensively support your financial wellbeing. We collaborate constantly, so that every team member, at any moment, can provide insight and guidance about your financial plan. We strive to exceed expectations. Through soliciting client feedback, adopting new industry best practices, and employing professional coaching, our service to you improves with each interaction.

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Christopher J. Detmer CFP®, CHFC®, CLU®

Managing Director, Wealth Manager

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Aaron I. Brachman CFP®, AAMS®, AIF®

Managing Director, Wealth Manager

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William R. Blake III, RICP®, AIF®

Partner, Director, Wealth Manager

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Keith T. Morris, RJFS®, MCMG®

Partner, Managing Director, Wealth Manager

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Vaclav “Vas” Vlcek AAMS®

Vice President, Client Relationship Manager

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Andrew Lalley CFP®

Wealth and
Portfolio Specialist

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Aziz Bakiyev  

Vice President, Client Relationship Manager

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Michelle Hodge 

Vice President, Client Administrative Manager

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Why Us?

We offer a highly sophisticated approach to wealth management delivered with personal attention and care. Our service model allows us to be generous with our time while offering every client a comprehensive experience. Our mission is to bridge the gap between your personal values and your financial resources. We’re here to help guide you to the intersection of your finances and heart’s desires—a place of true wealth.

What We Do

Our Affiliations

We’ve strategically aligned our practice with industry organizations, enabling us to provide fully comprehensive
service and sophisticated resources that enhance your wealth management experience. Through our employment with Steward Partners,
we have access to an extended network to offer solutions and support for even the most complex planning cases.

Steward Partners

Steward Partners

Goldman Sachs

Raymond James

Protecting Your Privacy and Your Accounts

Managing your wealth is no minor responsibility. We’re honored to serve in such a singular role, which is why we’re diligent about protecting your privacy and safeguarding the assets under our care.

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Check the background of this financial professional on FINRA's BrokerCheck