Scott joined his father in practice in 1997 determined to work hard at continuing to deliver the same service and expertise that epitomized Jack’s practice. Scott considers himself fortunate to have had a mentor that understood people and what values they appreciated in a financial advisor. Although our company direction has moved more towards financial planning, the consensus was this allowed us to assess our clients needs more analytically, thereby assuring unparalleled attention to detail.

In 1999, with business growing at an unprecedented rate, we needed to add more staff and increase our office space. We hired a talented person named Susan Kellett, who came to us with an accounting and financial planning background and a strong analytical presence. Susan works in the background as the Office Administrator processing and tracking all business that goes through our office.