Meet The Wealth Management Team
Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Homestead Wealth Management Advisor Team

Investment Committee Partners

Joel Gourdin, MBA®, CAIA® The Financial Services Network
Vice President, Portfolio Consulting & Analytics

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.
My team of professionals have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.