– Scott M. Conger, CIMA®, AAMS®, Portfolio Manager|Financial Planner
Our mission is to improve the lives of others by meeting their life goals through the proper management of their financial resources. We accomplish this with a customized investment strategy tailored to each client’s and their family’s life circumstances. Our entire team works in concert to accomplish this and in doing so we build long-lasting relationships with our clients. They become family to us, and we consider ourselves a financial advocate. Helping our clients achieve their investment goals drives everything we do.
Our management team is comprised of experienced investment professionals including; Chartered Financial Analyst (CFA) charterholders, Certified Financial Planner™ (CFP®) professional, Certified Investment Management Analyst (CIMA®), and Accredited Asset Management Specialist (AAMS®).
President, CIO, Portfolio Manager, Financial Planner
Executive Vice-President, Portfolio Manager, Financial Planner
Portfolio Manager, Financial Planner
Operations Manager, Portfolio Accounting Manager
Client Relationship Manager
Client Relationship Associate
Client Service Associate
Portfolio Manager Assistant and Trading Specialist
We believe each of our clients has a unique set of needs and deserves a truly personal approach.
Whether you are investing to build wealth, protect your family, or preserve your assets our personalized approach focuses on achieving your needs, wants, and long-term goals.
Our team of experienced investment professionals can help address your needs of today and achieve your financial goals of tomorrow.