We are here to help you understand the power and purpose of your wealth, to be able to live your life to the fullest.


Our advisors

Kevin Collison

CFP®

Private Wealth Advisor

Managing Director
Learn more about Kevin Collison Visit Kevin Collison's website

Scott McRoy

CFP®, CDFA®, CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Scott McRoy Visit Scott McRoy's website

Pat Cotherman

CFP®, APMA, CAP®

Private Wealth Advisor

Managing Director
Learn more about Pat Cotherman Visit Pat Cotherman's website

Eric Schultz

APMA

Financial Advisor

Vice President
Learn more about Eric Schultz Visit Eric Schultz's website

Sandy Salinas

CRPC

Branch Manager

Learn more about Sandy Salinas Visit Sandy Salinas's website


Our team

Maria Vallecillo

Maria Vallecillo

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
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Laura McAuley

Laura McAuley

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
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Tricia Beaver

Tricia Beaver

Registered Client Service Associate,

Client Service Specialist

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

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Jara Matlick

Jara Matlick

Client Service Associate

Michelle Ervin

Michelle Ervin

Client Service Associate

Qualifications

  • Series 7 - General Securities Representative Examination

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