We Promise a Transparent Process that Always Puts Your Needs First
We believe wealth should be built to enrich your life, not just grow your balance sheet. That is why we take the time to truly understand what is important to YOU. We want to demystify and simplify the financial management process to give you greater control and confidence. We promise a transparent process that will always put your needs first. We strive to provide a level of service that is respectful, efficient, and enjoyable.
We are committed to developing and nurturing each client relationship through personal integrity, financial expertise, and dedication—no matter what life throws your way.
Team Founders
Scott Martin, CFP®, CIMA®, ChFC®, CLU®
CERTIFIED FINANCIAL PLANNER® professional
Financial Professionals
Chris McKinley, CFP®
CERTIFIED FINANCIAL PLANNER® professional
Refael Tucker
Financial Advisor | Investment Advisor Representative
Our Support Team
Wealth Strategies Division
John Foreman, CIMA® MBA
VP, Investments
Kate Cassidy, JD*
VP, Advanced Markets
Gregory Wachter
VP, Risk Management
Niko Vamvakas
VP, Retirement Planning Solutions
Beverly Wright
VP, Worksite Benefits
Jeremy Hus, MSFS CFP® ChFC® CASL® CLU®
VP, Financial Planning