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.
  • 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

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