Platinum Financial Solutions

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo for Platinum Financial Solutions
Team photo for Platinum Financial Solutions

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Advisors

Tracy L Edwards

CFP®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Tracy L Edwards's website

Jake W Scott

APMA®

Financial Advisor

Visit Jake W Scott's website


Team

Aaron Larson

Aaron Larson

Administrative Assistant

Roles & Responsibilities

  • Advisor Support
  • Client Service
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Lori Hickey

Lori Hickey

Executive Assistant

Roles & Responsibilities

  • Client Service
  • Operations
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Treva Gulick

Treva Gulick

Administrative Assistant

Roles & Responsibilities

  • Scheduling
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