Meet The Team

Our experienced team of talented and credentialed professionals share a common philosophy: to ensure our clients are happy. We are trained in investment management, financial strategy, retirement planning, and liability and risk management. By combining our varied intellectual capital, we are able to offer a personalized and complete financial strategy to each of our clients.

A man in a blue checkered shirt and light pants stands in a doorway, smiling and resting his elbow on the doorframe. The background has a black and white checkered floor and dark walls, creating an inviting atmosphere reminiscent of meeting with a certified financial planner near me.

Vaughan Scott MBA, CPWA®

Co-Founder, Managing Partner

Smiling man with short gray hair in a blue suit leans casually against a navy wall indoors, exuding confidence and professionalism—just the demeanor you’d expect from a certified financial planner near me—with one hand in his pocket and the other resting by his side.

Justin Kepley CFA®, CEPA

Chief Investment Officer

A middle-aged man with short dark hair and a beard stands in a doorway, wearing a light blue quilted vest over a pale blue shirt and white pants, smiling softly with one hand resting on the open doorframe—resembling the approachable confidence you might expect from a certified financial planner near me.

Mike Grau CFP®, RICP®

Co-Founder, Financial Advisor | Retired June 2026

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Leah Driver, CPA

Financial Advisor

A smiling man wearing a blue plaid suit jacket and a light checkered shirt stands by a doorway with a dark background, embodying the approachable professionalism you’d expect from a certified financial planner near me.

Cullen Ebert, CRPS™

Financial Advisor, Retirement Plan Specialist

A young man wearing a navy blue blazer, checkered shirt, and light pants stands smiling in a doorway, adjusting his jacket with one hand—looking every bit the approachable professional you’d expect from a certified financial planner near me.

Sawyer Lillard, FPQP®

Financial Paraplanner

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Garrett Huber

Financial Paraplanner

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Jacqueline Scott Fitzpatrick, FPQP®

Operations & Marketing Specialist

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Gloria Bommarrito

Senior Registered Client Associate

A woman with straight brown hair stands, smiling, in front of a dark blue wall—her confident demeanor suggesting the professionalism you’d expect from a certified financial planner near me. She wears a blue and white patterned blouse and navy pants, while the floor inside features a striking black and white checkered pattern.

Abby Wolfe

Senior Client Associate

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Our team members listen and care. Please schedule a complimentary consultation with one of our knowledgeable professionals.

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