Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Alderman, Laney & O'Brien
Team photo for Alderman, Laney & O'Brien

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Our advisors

Advisor photo for Don Alderman

Don Alderman

Financial Advisor

Managing Director
Learn more about Don Alderman Visit Don Alderman's website
Advisor photo for Scott Laney

Scott Laney

APMA®

Private Wealth Advisor

Managing Director
Learn more about Scott Laney Visit Scott Laney's website
Advisor photo for Jamie O'Brien

Jamie O'Brien

APMA®

Branch Manager

Managing Director
Learn more about Jamie O'Brien Visit Jamie O'Brien's website
Advisor photo for Brad Waite

Brad Waite

APMA®

Associate Advisor

Learn more about Brad Waite Visit Brad Waite's website
Advisor photo for Steven Breen

Steven Breen

CFP®, CIMA®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Steven Breen Visit Steven Breen's website


Our team

Britt Farr

Britt Farr

Client Service Associate

Qualifications

  • Columbia College, B.S. in Business Administration and Leadership, 1999

Roles & Responsibilities

  • Client Service
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
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Nicole V. Schleier

Nicole V. Schleier

Registered Client Service Associate

Qualifications

  • Charleston College, B.S. in Business Administration, 1998
  • Series 7
  • Series 63
  • Insurance License: Variable Life & Accident/Health

Roles & Responsibilities

  • Client Service
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
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