Team
Values matter to Scott. He knows that this is ultimately what makes every family or person unique.
Melissa lives by the motto “The Devil Is In The Details” and makes sure that everything that needs to happen actually happens. She knows that winning your trust is what financial advising is all about and she believes an...
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...
Heather is responsible for making sure the day-to-day needs of both clients and RAI Wealth Team Members are met. She handles account paperwork, servicing our clients and supporting the team. In addition, she is our calendar coordinator...