Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about the highlights of our team’s professional experience, then when we meet you can get to know us in greater detail.
Max Scholfield, CDFA™
Independent Investment Executive
Licensed as a Financial Advisor in 1990, Max Scholfield provides wealth and investment management advisory services. Max is known for understanding his client’s risk tolerance, their goals, and building investment strategies...
Helping clients make confident financial decisions, especially within the inevitability of the changing circumstances of life is something Jennifer Scholfield finds tremendously rewarding. Most recent to becoming a financial advisor,...