Team
Values matter to Scott. He knows that this is ultimately what makes every family or person unique.
Will is in a hybrid role that supports the internal and external structure of our team. Responsibilities for Will include assisting in research and client presentation development, servicing client needs and requirements, and following...
Greg works with families to provide financial clarity in their lives. He leads clients through the financial planning process, implementation and execution of investment strategy, and overall guidance.
Melissa spends her time considering our client families’ everyday needs and meeting them. From scheduling your appointment to managing your paperwork to taking your RSVP for our special events, Melissa serves as a resource to...
Amanda Pearson has worked as an administrative assistant in the financial services industry for fourteen years. She enjoys assisting clients with any service matter pertaining to their accounts and strives to make sure that clients...