Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jeffrey A. Scott, Certified Financial Fiduciary
Investment Advisor Representative
Barbara A. Hogan
Office Manager
Courtney Distler
Executive Assistant
Shane J. Clarke, Certified Financial Fiduciary
Investment Advisor Representative
Elizabeth Arcara
Client Service Associate
Our Bucket Plan Philosophy
A structured approach to bucketing your assets to strategically avoid financial dangers and challenges
6 Reasons to Hire a Financial Adivsor
A financial professional can help you avoid the many pitfalls of DIY planning,
Our Holistic Approach
By creating the holistic plan, you will optimize all assets to work collectively towards your goals, while also reducing critical inefficiencies.