Investment Advisor Team
Registered Investment Advisory Representatives
- Offers No-Cost, No-Obligation Discovery Meeting to learn about your financial situation – challenges, goals, and priorities.
- Prepares and introduces our proprietary Big Sheets financial analysis customized to your situation.
- 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
Meet our Investment Advisor
J. Shawn Coleman
Partner I CPA/PFS, ABV
Deanna Dreher
Partner I CPA/PFS, CVA
Brett Smith
Partner I CPA/PFS, ABV
Eric Blazekovic
Partner I CPA/PFS, CVA
Greg Kelly
Partner I CPA, CVA
Cameron Scott
Partner I CPA, CVA