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Investment Advisory Representatives

Your Investment 

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

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Meet Advisors
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J. Shawn Coleman
Partner I CPA/PFS, ABV
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Deanna Dreher
Partner I CPA/PFS, CVA
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Brett Smith
Partner I CPA/PFS, ABV
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Susan Marshall
Partner I CPA/PFS
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Eric Blazekovic
Partner I CPA/PFS, CVA
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Greg Kelly
Partner CPA, CVA
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Cameron Scott
Partner I CPA, CVA
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