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 Oracle Wealth Management
Team photo for Oracle Wealth Management

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Our advisors

Advisor photo for Jimmy Scotchie

Jimmy Scotchie

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jimmy Scotchie
Advisor photo for Jeff Scotchie

Jeff Scotchie

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jeff Scotchie
Advisor photo for Joy A Clemons

Joy A Clemons

CRPC

Financial Advisor

Learn more about Joy A Clemons
Advisor photo for Robert Hilliard

Robert Hilliard

Financial Advisor

Learn more about Robert Hilliard
Advisor photo for Roger Blaine

Roger Blaine

Financial Advisor

Learn more about Roger Blaine


Our team

Paige Schober

Paige Schober

Operations Manager

Gloria Lowe

Gloria Lowe

Client Service Coordinator

Vera Kreminskiy

Vera Kreminskiy

Client Service Coordinator

Olivia Lewis

Olivia Lewis

Client Service Coordinator

Deborah Hundley

Deborah Hundley

Receptionist