Our advisors

Bradley Scott

Bradley Scott

Private Wealth Advisor

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Our team

Sidney Barney

Sidney Barney

Operations Manager

Qualifications

  • Bachelors from Whittier College
  • Series 7 License

Roles & Responsibilities

  • Sidney joined our firm in 2010 after 13 years in the municipal bond business. She assists with business development, complex client issue resolution and client events.
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Wade Jones

Wade Jones

Financial Planning Analyst

Qualifications

  • Series 7 License and Series 66 License

Roles & Responsibilities

  • Wade has been with our team since 2016. He assists with financial planning analysis, investment strategy, trading and risk anyalysis.
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Shaun Forrey

Shaun Forrey

Financial Planning Assistant

Qualifications

  • Bachelors from Idaho State University
  • Licensed Life Insurance Specialist

Roles & Responsibilities

  • Shaun has been with the team since 2018 and assists with financial planning analysis, editorial of financial summaries and preparation for client meetings.
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Helena Vlahos

Helena Vlahos

Client Service Manager

Qualifications

  • Bachelors from University of California Los Angeles
  • Licensed Notary Public

Roles & Responsibilities

  • Helena has been with the team since 2018 and in her role meets the needs of our clients; along with scheduling and handling business processes.
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