Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Scott Koplar

Scott Koplar

AAMS, APMA

Financial Advisor

Learn more about Scott Koplar Visit Scott Koplar's website
Advisor photo for Zoe Whitmore

Zoe Whitmore

MBA, CFP®, CPWA®

Private Wealth Advisor

Learn more about Zoe Whitmore Visit Zoe Whitmore's website


Our team

Traci Kammerer

Traci Kammerer

Practice Manager

Nate Gann

Nate Gann

Paraplanner