With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Our advisors

Scott Counihan

CFP®

Financial Advisor

Learn more about Scott Counihan Visit Scott Counihan's website

Michelle L Glood

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Michelle L Glood Visit Michelle L Glood's website


Our team

Ryan Seim

Ryan Seim

Intern

Kim Etter

Kim Etter

Client Service Manager