Our Team

From left to right: Tim Wickey, Sarah Scott Walsh, Sam Scott, Dave Scott, Jenna Patterson, David Walsh
From left to right: Tim Wickey, Sarah Scott Walsh, Sam Scott, Dave Scott, Jenna Patterson, David Walsh
Our team consists of well-educated, experienced, and credentialed advisors from diverse professional backgrounds. Holistic, integrated wealth management solutions are provided through our firm’s advisors, portfolio managers, CERTIFIED FINANCIAL PLANNERs™ (CFP®), and attorneys.

 

David P. Scott
Chairman & CIO

Samuel R. Scott
President

Timothy M. Wickey
Senior Advisor

David T. Walsh
Director, Family Office Services

Jenna D. Patterson
Director of Operations

 

 

Jessica Smith
Operations Manager