Meet the Team

  • Bill Gettings, CFP®, CLU®, ChFC®

    Wealth Advisor

  • Scott Busch, CFP®, CIMA®, MBA

    Wealth Advisor

  • Jim MacDonald, CFP®

    Wealth Advisor

  • Emily Gothard

    Client Service Coordinator

  • 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.

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