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PFS Team

Meet our well-rounded, multi-generational team

Standing beside our founder, Jerry David, and partners, Matt Jablonski, Dustin Ashley, and Dan Guhl we have a robust, multi-disciplinary team of 16 people across a wide range of ages and experience levels. We all work together cohesively to facilitate a truly integrated approach for every financial plan. Our younger advisors have been hand-picked for their stellar skills and ensure the continuity of exceptional service for the next generation. They’re also especially adept at relating to clients who are in the initial throes of building wealth, as they understand and share their opportunities, challenges and perspectives.

Jerry David MBA, RICP®, CFP®, AEP®, CPWA®

Founder, CEO and Private Wealth Advisor

Matt Jablonski CFP®, CIMA®, RICP®

Partner, President & Private Wealth Advisor

Dustin Ashley CLTC®

Partner and Private Wealth Advisor

Dan Guhl CFP®, CFA®, CAIA

Partner and Private Wealth Advisor

Michael Ribar MBA

Private Wealth Advisor

Tino Arvanetes

Director of Growth and Engagement

Megan McKay

Chief Communications and Marketing Officer

Hope S Rosten CFP®

Associate Private Wealth Advisor & Director of Planning Services

Brandon Hofmann CFA®

Director of Investments

Jerrod Walton

Director of Investments and Operations

Paul Schuelke RICP®

Associate Private Wealth Advisor

Andrew Harrison RICP®

Associate Private Wealth Advisor

Merek Williams MBA

Associate Private Wealth Advisor

Evan Koch

Financial Planning Analyst

Devin Kooi

Investment Operations Associate

Tyler Shea

Associate Financial Representative

Cal Robertson

Director of Insurance Operations

Talia Huttl

Insurance Operations Associate

Michaela Hamilton

Operations Associate

Mary Draeger

Operations Associate

MyKenna Crocker

Administrative Assistant