About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Stephen Scholler, MBA

Managing Director - Investments
Private Wealth Financial Advisor

Kevin W. Feiten, CFP

Financial Advisor

Branda Werdon

Private Wealth Senior Registered Client Associate

Melissa Myers

Private Wealth Senior Registered Client Associate

James Scholler

Financial Advisor