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Team Directory

Scott E Ashline CLU®, ChFC®

Founder and Private Wealth Advisor

Robert K Coffman CFP®

Partner and Private Wealth Advisor

Paige Marie Scannapieco CFP®

Private Wealth Advisor

Robert John Ekhaml CLU®, ChFC®, CASL®

Wealth Management Advisor

Kelly L Albers

Director of Operations

Estefani C Capilla

Workflow Manager

David A Zeljak

Associate Private Wealth Advisor

Harrison Chase Denton RICP®

Associate Private Wealth Advisor

Ryan M Murray CFP®, RICP®, MBA

Associate Private Wealth Advisor

Steve W Ashline

Marketing Coordinator

Amy L Pecoraro

Associate Financial Representative

Robert Hamlin

Investment Operations Associate