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Our Team

We believe that an excellent client experience starts with a team of happy, honest people dedicated to providing the best service possible.

Scott Coles, ChFC, CLU

Founder & Wealth Advisor

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David Coles

President & Wealth Advisor

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Felis Coles

Head of Product and Creative

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Mickey Payne, PFP

VP of Investments

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Shirly Chyan, FPQP

Financial Paraplanner

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Kenneth Galanis

Associate Wealth Advisor

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Looking to make an impact?

Join our team in helping people use wealth as a tool to create a meaningful life.

Send your resume and cover letter to