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.



Advisors

Advisor photo for Scott White

Scott White

CRPC, CLTC®

Private Wealth Advisor

Vice President
Visit Scott White's website


Team

Scott Dion

Registered Practice Associate,

Client Relationship Specialist
Cali Jones

Cali Jones

Client Service Associate

Personal Intro

I'm proud to have been named an AAG Outstanding Operations Award Nominee for 2023.While this is an exciting honor, helping our clients achieve their financial goals is the greatest reward.

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