Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Jimmy Scotchie

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jimmy Scotchie

Jeff Scotchie

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jeff Scotchie

Joy A Clemons

Associate Financial Advisor

Learn more about Joy A Clemons

Robert Hilliard

Financial Advisor

Learn more about Robert Hilliard

Roger Blaine

Financial Advisor

Learn more about Roger Blaine


Our team

Paige Schober

Paige Schober

Operations Manager

Gloria Lowe

Gloria Lowe

Client Service Coordinator

Dee Lowe

Dee Lowe

Client Service Coordinator

Vera Kreminskiy

Vera Kreminskiy

Client Service Coordinator

Deborah Hundley

Deborah Hundley

Receptionist