Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Scott Dewitz

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Scott Dewitz Visit Scott Dewitz's website


Our team

Tami Banick

Tami Banick

Executive Assistant