Our team of experts. Totally committed to our clients.
The EMBREE FINANCIAL team
Our team works diligently every day to help our clients make progress toward their financial and life goals. It’s a commitment that goes back to our founding in 1995 and continues to benefit our clients nationwide.
As an independent firm, we do not receive commissions for selling specific investments. That allows each member of our team to be completely transparent and always put client interests first.
Among our highly experienced staff, you’ll find many CFP®, CIMA®, and CDFA® professionals along with an MBA and JD.
Paul Embree
Founder & CEO
Matt Stadler
Partner
James Karabas
Managing Director
Samantha Davidson
Director of Operations
Michael Peart
Director of Private Wealth Management Relationships
Lara Dalton
Director of Financial Planning
Courtney Poffenberger
Associate Director of Operations
Emily Stout
Senior Relationship Manager
Kathryn Pride Hemery
Senior Relationship Manager
Jared Funk
Senior Private Wealth Advisor
Jennifer Clifford
Private Wealth Advisor
Nick Demopoulos
Private Wealth Advisor
William Embree
Private Wealth Advisor
Andrew Farinelli
Private Wealth Advisor
Cooper Perry
Private Wealth Advisor
Gregory Makela
Private Wealth Advisor, Chartered Market Technician
Phoebe Hurwitz
Associate
Jennie Pride
Administrative & Executive Assistant
What’s your wealth potential?
Contact us today for an initial review of your financial goals or current plan at no cost.
Interested in your business becoming part of ours?
Our seasoned team of experts is always looking for new and better ways to serve clients — and serve more of them. Contact us to discuss how your expertise, track record, and forward-looking view complements our current capabilities.