A steadfast financial partner for families and individuals

Scott and Kim take pride in offering recommendations for their clients’ and prospective clients’ overall financial picture.

They take every opportunity to review all aspects of the financial picture: debt, investments, life insurance, retirement, estate planning and college planning. The priority to serve families and their needs is to offer quality advice in effort for their clients to reach their goals.

“We understand each family is unique in their situation and their priorities. In every conversation we always put their needs first.”