Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Platinum Financial Solutions
Team photo for Platinum Financial Solutions

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Our advisors

Advisor photo for Tracy L Edwards

Tracy L Edwards

CFP®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Tracy L Edwards Visit Tracy L Edwards's website
Advisor photo for Jake W Scott

Jake W Scott

APMA®

Financial Advisor

Learn more about Jake W Scott Visit Jake W Scott's website
Advisor photo for Karly Witte

Karly Witte

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Karly Witte Visit Karly Witte's website


Our team

Lori Hickey

Lori Hickey

Executive Assistant

Roles & Responsibilities

  • Client Service
  • Operations
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Treva Gulick

Treva Gulick

Administrative Assistant

Roles & Responsibilities

  • Scheduling
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Aaron Larson

Aaron Larson

Administrative Assistant

Roles & Responsibilities

  • Advisor Support
  • Client Service
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