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