Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



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

Associate 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

Lindy Smith

Lindy Smith

Client Service Coordinator

Gloria Lowe

Gloria Lowe

Client Service Coordinator

Dee Lowe

Dee Lowe

Client Service Coordinator

Tammy Murray

Tammy Murray

Client Service Coordinator

Deborah Hundley

Deborah Hundley

Receptionist