Scott works closely with clients to bring clarity and precision to their financial lives, helping them make informed decisions with confidence and purpose. Known for his thorough and meticulous approach, Scott takes pride in delivering well-structured, detail-oriented guidance that helps clients navigate complexity and stay on track toward their goals.

In his role as a financial planner, Scott manages client relationships and leads ongoing review meetings, ensuring each plan remains thoughtfully aligned as circumstances evolve. His disciplined process and careful attention to detail provide clients with a strong sense of organization and confidence in their financial direction.

Scott is a CERTIFIED FINANCIAL PLANNER™ professional and brings a deep commitment to delivering comprehensive, fiduciary advice with consistency and care. He has also been recognized as a Five Star Wealth Manager Award recipient for nine consecutive years.

Scott lives in Grove City with his wife, Rachel, and their children, Nicholas, Matthew, and Lauren. Outside of work, he enjoys reading, watching movies, and spending time with family and friends.

Scott approaches each client relationship with a focus on accuracy and accountability—helping clients stay aligned with what matters most, both today and over the long term.

Kathy works closely with clients to bring clarity and confidence to their financial lives, helping them navigate important decisions with care and intention. Known for her personal touch and genuine compassion, she builds meaningful relationships with clients and delivers thoughtful guidance tailored to each family’s unique goals and circumstances.

In her role as a financial planner, Kathy manages client relationships and leads ongoing review meetings, ensuring each plan remains aligned as life evolves. Her approachable style and commitment to exceptional service create an experience where clients feel understood, supported, and confident in their financial direction.

Kathy joined the firm in 2002 and is a CERTIFIED FINANCIAL PLANNER™ professional. She has also been recognized as a Five Star Wealth Manager Award recipient for nine consecutive years.

Kathy lives in Dublin with her husband, Rob, their son, Elliott, and their Labrador retriever, Rolf. Their daughter, Maddie, is currently attending Miami University. Kathy is actively involved in the community, volunteering as a mentor with Nationwide Children’s Hospital’s Connecting Families program.

Outside of work, she enjoys listening to audiobooks, walking in her neighborhood, spending time with friends and family, and cheering on The Ohio State Buckeyes.

Kathy approaches each client relationship with empathy and care—helping clients stay aligned with what matters most, both today and over the long term.

Sandy plays a central role in creating a welcoming and positive experience for both clients and team members, serving as a trusted point of connection across the firm. Known for her bright attitude and genuine warmth, she greets every guest—whether in person or over the phone—with a smile that reflects the firm’s commitment to exceptional service.

In her role as Executive Assistant, Sandy supports daily operations, assists the advisory team, and coordinates both internal and client-facing events. Her ability to keep things running smoothly behind the scenes helps ensure a seamless experience for clients and colleagues alike. She brings energy and positivity to the office each day—truly “bringing the sunshine” to the team.

Sandy joined the firm in 2005 and has been an integral part of the firm’s culture and client experience ever since.

Sandy and her husband, John, reside in Dublin, Ohio, with their rescue pitbull, Ruger. After nearly three decades in their family home, they recently downsized to a condominium—embracing a lifestyle focused on experiences over maintenance. Living by the motto “live small so you can live big,” they enjoy traveling in their motorhome, exploring state and national parks, and spending quality time together.

Their travels have also taken them abroad, including a memorable family trip to Slovenia where they explored their heritage and connected with extended family for the first time. They also enjoy visiting their daughter, Michaela, who lives in Colorado and works as a search consultant, and their son, Dalton, who resides in Dublin and serves as a Director of Finance for a global environmental nonprofit.

In their free time, Sandy and John enjoy cruising and taking drives in John’s restored 1971 AMC Javelin—a car he originally owned in high school and later reacquired decades later, making it a meaningful part of their shared story.

Sandy approaches her role with enthusiasm and care—helping create an environment where clients and colleagues alike feel welcomed, supported, and valued.

Emily plays an important role in supporting both clients and advisors, helping ensure a smooth and responsive experience across all aspects of the firm. With decades of experience in financial services across securities, insurance, and compliance in Ohio and Pennsylvania, she brings a broad and valuable perspective to her work.

In her role, Emily supports firm operations, assists financial planners, and provides attentive, high-quality service to clients. Known for her reliability and client-first mindset, she helps create a seamless experience that allows both clients and advisors to stay focused on what matters most.

Emily joined the firm in 2012 and is a Financial Paraplanner Qualified Professional™ (FPQP™), reflecting her commitment to professional development and excellence in client service.

Outside of the office, Emily enjoys participating in her local movie club, bike riding, and spending time outdoors. She is also active in her community through St. Paul the Apostle Church, where she helps facilitate the Come Home program. Emily resides in Dublin and has one son, Alec, a custom design engineer in the medical industry based in Colorado. One of her favorite experiences was a 10-day trip to Greece with her son.

Emily takes pride in supporting both clients and colleagues with care and consistency—helping contribute to an experience centered around service, trust, and attention to detail.

Mary Sue plays a key role in supporting both clients and advisors, helping ensure a seamless and responsive experience across the firm. With decades of experience in the financial services industry, she brings a broad range of skills and a strong commitment to service in everything she does.

In her role, Mary Sue supports firm operations, assists financial planners, and provides attentive, high-quality service to clients. Known for her thoughtful, service-oriented approach, she takes pride in creating an environment where clients feel supported, valued, and well cared for.

Mary Sue joined the firm in 2012 and is a Financial Paraplanner Qualified Professional™ (FPQP™), reflecting her commitment to professional development and excellence in client service. She is also a graduate of The Ohio State University, where she earned a Bachelor of Arts in Strategic Communications with a minor in Professional Writing.

Mary Sue resides in Worthington and is the proud parent of three children. Outside of the office, she enjoys reading and volunteering in her community.

Mary Sue approaches her role with care and dedication—helping contribute to an experience centered on service, trust, and attention to detail.