As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. Our years of experience and comprehensive approach to financial planning will help guide you along your financial journey. By talking with you about your life and your goals, we can anticipate any changes that need to occur in your financial strategy.
Once we know what you want out of life – for yourself and your family – we evaluate where you are relative to your goals. We can then recommend strategies to help get you where you want to be. But we don’t stop there. We help you implement the recommendations and watch over your plan so that you can live your life with financial confidence.
Meet Our Team
David W. Johnston, CFP®
Managing Partner
David Johnston is a founding partner of Amwell Ridge Wealth Management. Having formerly spent over a decade with Northwestern Mutual and then as a partner in an independent financial planning firm, David understands the methodology...
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
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...
Jennifer Johnston
Events Coordinator