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

Jake W Scott

APMA

Financial Advisor

Learn more about Jake W Scott Visit Jake W Scott's website

Tracy L Edwards

CFP®, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Tracy L Edwards Visit Tracy L Edwards's website


Our team

Sheila Garza

Sheila Garza

Administrative Assistant

Roles & Responsibilities

  • Scheduling
  • Basic client service needs
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Lori Hickey

Lori Hickey

Executive Assistant

Roles & Responsibilities

  • Advanced client service needs
  • Basic transaction requests
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