The Team

Privata Wealth Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Scott Dyer

Scott Dyer

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

B.A., English, 1971 - Univ. of Southwestern Louisiana (Lafayette, LA), Minors in General Business, Spanish, History, Art

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Michael Pascarella

Michael Pascarella

Private Wealth Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Executive Compensation and Benefit Strategies

Education

The University of Oklahoma, BA, Marketing, Oklahoma City Community College, AA, Business

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Peggy W Lyon

Peggy W Lyon

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

Bachelor of Science Music Education, University of Houston.

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Our Staff

Claudia Cardona

Claudia Cardona

Registered Operations Leader

Tammy Buccella

Tammy Buccella

Client Service Coordinator

Carlie Clayton

Carlie Clayton

Client Service Associate

Operations Specialist