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.

Vaughan Scott MBA, CPWA®

Founder, CEO

Michael Elder

President, COO

Justin Kepley, CFA®

Chief Investment Officer

Mike Grau CFP®, RICP®

Co-Founder, Financial Advisor

Leah Driver CPA

Financial Advisor

Gloria Bommarrito

Senior Registered Client Associate

Abby Wolfe

Senior Client Associate

Your Better Financial Future Starts Here

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

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