Skip to main content

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

Associate Private Wealth Advisor

Estefani C Capilla

Associate Financial Representative

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

Catherine Kwieraga

Associate Financial Representative

Amy L Pecoraro

Associate Financial Representative