Paul M. Embree
President & CEO
Paul works closely with his team and the firm’s clients to provide high quality, conflict free advice.  As a result, EFG consistently ranks in the top tier among independent RIA firms in terms of growth rate, profitability and client retention.
Jennifer Clifford, CFP, CDFA
Director of Financial Planning
Jennifer’s 15 years with EMBREE has made her an important cog in the smooth turning wheel of EFG.  Taking an interest in her clients’ lives and passions creates clarity around their priorities and builds trust.  Clients experience the assurance that comes from a long-term working relationship with Jennifer.
Matt Stadler
Senior Investment Advisor & Retirement Plan Consultant
Matt devotes his expertise to wealth management, retirement plans, and insurance. As a seasoned member of the EFG team, hired in 2002, he is deeply committed to client outcomes and their overall experience. He works to define and pursue what matters most to his clients then tailors their individual solution.
Kathryn Pride
Director of Retirement Plan Services
Combining her degree in Public Relations, with her passion for helping others, she thrives in her client service role at EFG. As Senior Relationship Manager, she is responsive and engaging while offering efficient solutions to all retirement plan sponsors and participants. She sets the bar for exceeding expectations around accessibility and responsiveness.
Samantha J. Davidson, CFP, CRPS.
Relationship Manager Retirement Plan Services Investment Advisor Representative
Sam leads the team in EFG's employee education initiatives. Leading group meetings, individual sessions and being accessible to plan participants, reassuring clients that they have a team of advisors acting in their best interest. Sam's goal is to get participants to a better place in retirement.
Jim Karabas, JD, CFP, CIMA
Managing Director
Dedicated to portfolio construction, Jim works with clients to ensure that their investments are consistent with their goals and objectives. He is responsible for due diligence of investment management firms and monitoring client portfolios for asset allocation and style drift. Boasting over 25 years of experience, along with holding his Juris Doctorate, CFP and CIMA designations, he is vital part our EFG's investment committee.
William E. Embree
Financial and Wealth Management Investment Advisor
Will joined the team after more than 30 years in the financial services industry. He is dedicated to serving EFG clients in the New York metropolitan area and Mid-Atlantic region. Will takes his time collaborating with clients, to build on their past success, while defining what they care about for their future.
Jennifer Pride
Administrative & Executive Assistant
Jennie keeps the office, and the team, running efficiently. By handling the administrative workload, advisors and relationship managers can focus their time on what matters most – the clients.
Michael Peart
Financial and Wealth Management Investment Advisor
Becoming an essential partner to his clients, building trust, and creating a financial roadmap are at the core of Michael’s priorities. A personalized plan and strategy is developed that illustrates where his client stands today while mapping out steps to guide them forward.
Gregg Makela, CMT
Financial and Wealth Management Investment Advisor
Passion and commitment define Gregg’s approach toward his clients and work. He can be counted on to seek the highest levels of trust from both. Gregg joins us following a long run at a major bank, serving in Wealth Management and Institutional Securities. He brings a quantitative focus to investment solutions for client objectives, under the full variety of market and life conditions. Gregg has lapsed as a musician, he is regularly lapped in the pool, but a lasting devotion to his craft and clientele endures.
David Bender
Andrew Farinelli
Financial and Wealth Management Investment Advisor
Andrew graduated from Indiana University's Kelley School of Business in 2014 with a major in Finance and minor in Economics, with the goal to apply his degree to a career in professional services, but in a way that would afford him the opportunity to develop meaningful relationships with clients. Andrew’s true passion is to collaborate with others in an effort to create sustainable value. He has concentrated his practice on corporate executives and small & medium enterprise (SME) owners, recognizing he could contribute the most value to these individuals' unique needs. Andrew views every client engagement as a chance to make a difference in someone's life, and is always humbled when given an opportunity to do so.
Courtney Poffenberger
Courtney is committed to helping others. She strives to be efficient, responsive and accountable in all facets of the business and take on any task handed to her. Courtney’s goal is to assist the team in any way to make sure a client has the best experience possible.
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