Our Financial Advisors

Meet Our Financial Advisors

Meet Our Financial Advisors

At Executive Wealth Management, we have an experienced, compassionate team that is dedicated to helping our clients reach their current and future financial goals.

Our work of stewardship is considered an honor and guarded privilege.
EWM team members focus on developing and sustaining enduring relationships by providing clients with personal, compassionate service. We believe that true wealth is the value inherent in people.

The EWM Team is passionate about educating and guiding people through their wealth-building journey because building wealth requires a long-term plan with a focused and steady vision for their future. That is why EWM Private Wealth Advisors can say that we are in the business of building, defending, and advancing relationships as we work toward every client’s wealth-building goals.

Our Financial Advisors

Financial Advisors

Adam R.  Kulesza

Adam R. Kulesza CFP®, MBA, ChFC®, CLU®

Director | Senior Private Wealth Advisor

Albert P. Herzog IV

Albert P. Herzog IV, CFP®, CRPC®, CLU®

Director | Senior Private Wealth Advisor

Albert P.  Herzog III

Albert P. Herzog III, CFP®, MBA, ChFC®

Founder and Director | Senior Private Wealth Advisor

Andrew Zehnder

Andrew Zehnder

Private Wealth Advisor

Andrew Szewc

Andrew Szewc

Private Wealth Advisor

Chris  Hopkins

Chris Hopkins

Private Wealth Advisor

Daniel  Weaver

Daniel Weaver

Private Wealth Advisor

David Lawrence

David Lawrence

Private Wealth Advisor

Duane  Johnson

Duane Johnson, ChFC®

Private Wealth Advisor

Gregory J.  Barber

Gregory J. Barber

Director | Private Wealth Advisor

James A.  Plaskey

James A. Plaskey, Jr., CFP®

Director | Senior Private Wealth Advisor

Jennifer Ralston

Jennifer Ralston, ChFC®

Private Wealth Advisor | Processing Manage

John L.  Barbrick

John L. Barbrick

Private Wealth Advisor

Julee R.  Sarto

Julee R. Sarto, AIF®

Private Wealth Advisor

Kevin Cross

Kevin Cross, CFP®

Private Wealth Advisor

Megan Hurches

Megan Hurches

Private Wealth Advisor

Michael R. Barber

Michael R. Barber

Private Wealth Advisor

Michael R.  Chechel, Jr.

Michael R. Chechel, Jr.

Director | Senior Private Wealth Advisor

Robert B. Larsen

Robert B. Larsen, Jr., CFP®

Director | Senior Private Wealth Advisor

Shawn  Lawson

Shawn Lawson, AAMS®

Chief Client Solutions Officer

Susan Busch

Susan Busch

Private Wealth Advisor

Zachary  Messina

Zachary Messina

Director | Senior Private Wealth Advisor