Broker Check

Team

Why work with us?

Outside of infidelity, money is the leading cause of divorce. We help couples find a common ground for having these discussions about money.

  • Help couples and families discuss money.
  • Make sure you are compensated for your investment risk.
  • Get you thinking about what comes next.
  • Fix coordination gaps.
  • Collaborate with your other advisors

Our team of financial professionals are backed by attorneys, accountants, investment consultants, bankers, and other specialties to enable us to address all of your financial planning needs:

  • Investing principles and strategies
  • Finding suitable retirement vehicles
  • Creating and preserving your legacy
  • Understanding and mitigating risk

David Barol, MPP, CFP®, CLU®, ChFC®, BFA®

Financial Advisor

267-421-8272

267-421-8272

[email protected]

David Barol helps people Master their Financial Universe. He is skilled in finance, statistics, economics, decision analysis, as well as the relationship between government and business. 

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Aimerie Hallowell

Director of Operations

267-421-8272

610-471-0405

[email protected]

Aimerie Hallowell joined KeyAMS in 2013 as the Director of Operations. She comes to us with a background in risk management, audit and compliance. Aimerie has worked with a variety of financial services companies in the United States...

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