Meet the Team
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Bill Gettings, CFP®, CLU®, ChFC®
Wealth Advisor
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Scott Busch, CFP®, CIMA®, MBA
Wealth Advisor
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Jim MacDonald, CFP®
Wealth Advisor
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Emily Gothard
Client Service Coordinator
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Sherri Marcus
Operations Manager
Experience You Can Trust. Service That Cares.
Our advisors bring decades of experience, advanced certifications, and a genuine commitment to understanding your unique financial situation. We're not just managing portfolios, we're partnering with you to build the financial future you envision.