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
Team photo

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Our advisors

Steve Ford

Associate Financial Advisor

Learn more about Steve Ford Visit Steve Ford's website

Megan Bellinghausen

Associate Financial Advisor

Learn more about Megan Bellinghausen Visit Megan Bellinghausen's website

Ashton Myatt

Associate Financial Advisor

Learn more about Ashton Myatt Visit Ashton Myatt's website


Our team

Lisa Scholz

Lisa Scholz

Practice Manager

Patricia Tamez

Patricia Tamez

Administrative Assistant