We are here to help you understand the power and purpose of your wealth, to be able to live your life to the fullest.


Our advisors

Kevin Collison

CFP®

Private Wealth Advisor

Managing Director
Learn more about Kevin Collison Visit Kevin Collison's website

Scott McRoy

CFP®, CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about Scott McRoy Visit Scott McRoy's website

Pat Cotherman

CFP®, APMA®, CAP®

Private Wealth Advisor

Managing Director
Learn more about Pat Cotherman Visit Pat Cotherman's website

Eric Schultz

APMA®

Financial Advisor

Vice President
Learn more about Eric Schultz Visit Eric Schultz's website

Jordan Gonzalez

APMA®

Financial Advisor

Learn more about Jordan Gonzalez Visit Jordan Gonzalez's website

Sandy Salinas

CRPC, APMA®

Branch Manager

Financial Advisor
Learn more about Sandy Salinas Visit Sandy Salinas's website


Our team

Maria Vallecillo

Maria Vallecillo

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
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Laura McAuley

Laura McAuley

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
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Tricia Beaver

Tricia Beaver

Registered Client Service Associate,

Client Service Specialist

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

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Jara Matlick

Jara Matlick

Client Service Associate

Michelle Ervin

Michelle Ervin

Client Service Associate

Qualifications

  • Series 7 - General Securities Representative Examination

View more