Meet Our Team
Building a financial plan is like building a home – and we function as your architect and general contractor.
We learn exactly what type of floor plan you desire, how you'd like the home to look and feel, and what type of memories you hope to make while living there.
After collaborating with you to make sure you're comfortable with all the details, we'll draw up the blueprints, coordinate the subcontractors, and make sure the home is built exactly the way you wanted.
There's another wrinkle accompanying this financial dream home – it needs to be professionally maintained, periodically updated, and always kept fresh.
We'll continue to watch over the plan, anticipate strategic changes, and guide you appropriately.
David W. Johnston, CFP®
Managing Partner/Financial Advisor
David Johnston is the Managing Partner of Amwell Ridge Wealth Management and is a CERTIFIED FINANCIAL PLANNER™. My role is twofold: For clients, I’m both architect and general contractor – I learn about...
Adam K. Johnston
Director of Operations
As a founding partner and Director of Operations and Marketing of Amwell Ridge Wealth Management, Adam oversees the administrative, technological, and organizational aspects of the firm’s investment advisory and risk management...
Karen Pollock
Client Service Manager
Karen is primarily responsible for client service matters and helps facilitate the new client onboarding and orientation process. Often functioning as a client's initial contact, Karen also coordinates meeting times and assists in the...
Jennifer Johnston
Office Manager & Events Coordinator
Jen oversees many of the day-to-day operations of our office, ensuring it operates smoothly and efficiently. Additionally, Jen coordinates all aspects of the firm's special events and speaking engagements, including public seminars....
Billy Millington
Finance Director
Billy tracks, measures, and projects the firm's financial and operational progress. By looking at the story behind the numbers, Billy has become a trusted advisor active in our strategic, data-driven decision-making process. Billy is...