Bailey focuses on financial planning and investment strategies, with four years of industry experience under his belt. He works with private wealth clients and employer-sponsored plans, including 401Ks and Simple IRAs. Bailey’s core values are grounded in hard work and honesty, which he considers vital in his relationships with each client. His primary goal is…
Mike focuses on the management and education of our corporate 401K plans, helping individuals achieve financial literacy and build private wealth. He excels in helping people from all backgrounds and circumstances establish a strategy to better their lives for and through retirement. With a background in private banking, he has dedicated his career to helping…
Jacki employs an honest, holistic, and educative approach when working with clients and families. Her objective is to help create personal and professional outcomes that align with their financial goals. She is a trusted resource when collaborating to manage our clients’ broader financial lives. Jacki initiated her career in 2000 in investment trading, spending the…
Dan collaborates with our clients to identify their goals and implement the necessary strategies to achieve them. With three years of experience in the financial industry, Dan is driven by his desire to make a meaningful impact on people’s lives by supporting them in their journey towards achieving their goals. His core values of teamwork,…
Scott focus is on understanding clients personally and financially, creating strategies aligned with their vision of true wealth, and adapting plans as their lives evolve. With 15 years of experience as a wealth advisor and a prior 7 years in Commercial Finance, he values the power of teamwork and collaboration. People and relationships drive him…
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