Everything we do helps write the narrative to support the goals you have, the life you’re building, and the intended success that a well-crafted plan has in store. Your financial journey is not a mystery – it’s a shared exploration, and we’re here to guide you every step of the way.

Our Team

Get better acquainted with us and how we can help you.

Scott Linington
Scott D. Linington, CFP®, WMS℠
First Vice President, Investments CERTIFIED FINANCIAL PLANNER™
Justin T. Kissner
Justin Kissner, CFP®, WMS℠
First Vice President, Investments CERTIFIED FINANCIAL PLANNER™
Matt Brookins
Matt Brookins, AAMS®
Financial Advisor
Nick Meginnis
Nick Meginnis, AWMA®
Financial Advisor
Christina L. Clous
Christina L Clous
Practice Business Manager
sarah simmers
Sarah Simmers
Client Service Associate

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