Platinum Financial Solutions

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Tracy L Edwards

Tracy L Edwards

CFP®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Tracy L Edwards's website
Advisor photo for Jake W Scott

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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