Wealth Advising Team
Meet Our Wealth Advising Team
Albion Financial Group’s Senior Wealth Advisors work with clients to ensure their financial concerns are addressed in an integrated fashion, that pieces of the overall plan are working in concert, and that tactical changes are made to stay on track toward each client’s goals. They guide long-term financial success through years of good decisions. As part of this process, an Investment Policy Statement is developed, which becomes the blueprint for the efforts of the investment team’s work on the client’s behalf.
Sarah Bird, CFP®
Senior Wealth Advisor
Member of NAPFA
Liz Bernhard, CFP®, MBA
President
Senior Wealth Advisor
Member of NAPFA & SLEPC
Certified Divorce Financial Analyst®
Member | Albion Board of Directors
Danielle Gregory, CFP®
Senior Wealth Advisor
Member of NAPFA
Debbie Knotts, CFP®, CLU®
Senior Wealth Advisor
Member of NAPFA
Michelle Buxton, CFP®
Senior Wealth Advisor
Member of NAPFA
Patrick Lundergan, CFP®
Senior Wealth Advisor
Certificate in Blockchain and Digital Assets®
Member of NAPFA
Kari Moon Brown, CFP®, MBA
Financial Planner
Adam Haynes
Financial Planner
