top of page
Screensaver Video Blue Map Bkgd.png

Registered

Investment Advisory Representatives

Your Investment 
Advisor

Investment Advisor Role

  • Offers No-Cost, No-Obligation Discovery Meeting to learn about your financial situation - challenges, goals, and priorities.

  

  

  • Onboards and guides transfer of assets to Charles Schwab and Co, Inc, who is the custodian.

  

  • Is available year-round to advise in your financial decisions, especially when life events change your financial situation.

  

  • Ongoing client communication and regular portfolio review including quarterly Suitability Reports.

 

  • Supported by Investment Management Team including Chief Investment Team, Chief Compliance Officer, Portfolio Trade Deck Department, Client Services Team and Information Security Officer.

      Other Client Services Include:

  • Analysis of tax benefits/implications on investment decisions

  • Personal and business Tax Preparation Services

  • Certified Business Valuations & Updates

  • Tax strategies to position your Business For Sale

  • Exit Plan recommendations

  • Tax strategies that help to build wealth

  • Latest updates on Exit & Succession Planning

Screensaver Videos.png
Meet Advisors
Shawn1 emboss box.png
J. Shawn Coleman
Partner I CPA/PFS, ABV
Deanna1 emboss box.png
Deanna Dreher
Partner I CPA/PFS, CVA
Brett1 emboss box.png
Brett Smith
Partner I CPA/PFS, ABV
Susan1  emboss box.png
Susan Marshall
Partner I CPA/PFS
Eric1 emboss box_edited.png
Eric Blazekovic
Partner I CPA/PFS, CVA
Greg1 emboss box.png
Greg Kelly
Partner CPA, CVA
Cam1 emboss box.png
Cameron Scott
Partner I CPA, CVA
bottom of page