Team
Our team of advisors has an aggregate of 100+ years of experience advising clients across the full wealth life cycle, from asset accumulation to capital preservation and growth to wealth transfer. We own 100% of our own firm, and as entrepreneurs, we have a particular empathy for business owners challenged by managing their personal wealth as well as the financial circumstances of their company.
Our team members offer their expertise in financial planning, investment management, banking and lending, backed by multiple professional credentials and industry accolades.
Our integrity means there’s no question about why we did something for a client.
R. Scott Bills, CFP®, CPWA®, CRPC®
Chief Executive Officer | Partner
Brett R. Bills, CRPC®
Chief Investment Officer | Partner
Teresa L. Friess, CRPC®, CDFA®
Chief Compliance Officer | Managing Director
Aaron P. Seeman
Chief of Philanthropic & Trust Services | Partner
Joshua P. DeLoach, CFP®, CSRIC™
Chief Strategy Officer | Partner
Dan Weeks, CFP®, CFBA, CFWA
Senior Advisor | Managing Director
Devin Pope, CFP®, MBA
Senior Advisor | Managing Director
Christine Wang, CFP®
Lead Advisor
Samuel B. Stacey, CEPA®, ABFP™
Associate Advisor
Jenny Boyle
Associate Advisor
Dianna K. Saya
Client Relationship Manager
Noah D. Kay
Client Relationship Manager
Missy Straw
Client Relationship Manager
Michelle L. Price
Client Relationship Manager