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    Our Team Works in Your Best Interest

    Our In-House Team combined with our network of External Specialists provide you with a "Family Office" approach to addressing your complete financial picture. 

    Our In-House Team

    Scott Lowe
    Scott Lowe

    Principle & Wealth Management Advisor

    Austin Griffith
    Austin Griffith

    Associate Financial Planner

    Amber Waldrep
    Amber Waldrep

    Marketing Director

    Kate Bennett
    Kate Bennett

    Director of New Business

    Logan Phillips
    Logan Phillips

    Creative Director

    Storm Sutton
    Storm Sutton

    Marketing Intern

    Our Network of External Specialists

    Mark Trubiano
    Mark Trubiano

    Estate-Planning Attorney

    Mel Lute
    Mel Lute

    Attorney

    Brandon O'Donnell
    Brandon O'Donnell

    Dunlap-Dupont & O'Donnell Insurance Agency

    Andy Henton
    Andy Henton

    Certified Public Accountant | Certified Financial Planner

    Pioneer Financial
    Pioneer Financial

    Mortgage Brokerage

    The Forker Company
    The Forker Company

    Employee Benefits Specialist

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    4481 Munson St NW
    Suite 302
    Canton OH, 44718

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