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Our Team

Meet Your Advisor Team

Brian Scott

Brian J Scott, CRPC®

Owner/Founder

Daniel King

Daniel R King, CFP®, ChFC®, RICP®

Owner/Partner

Taylor Love

Taylor M Love

Wealth Advisor

Sean Souza

Sean Souza, MBA®

New Business Development Manager

Gloria Gott, BFA®

Gloria Gott, BFA®

Wealth Management Associate

Sara Jones

Sara Jones, CPA

Tax Planning Coordinator

Scott Jackson

Scott Jackson, CFP ® ChFP ®

Director of Financial Planning

Steve Cook

Steve Cook, AIF®

Retirement Plan Specialist

Meet The Operations Team

Cindy Pherigo

Cindy Pherigo

Director of New Business

Sara Jacobia

Sara Jacobia

Director of Client Service

Martha Scott

Martha Scott

Project Specialist

Stephanie White

Stephanie White

Director of First Impressions

Gabby Nolasco

Gabby Nolasco

Client Services Associate

Tanya Jamison

Tanya Jamison

Director of Marketing and Events

Sara, Cindy, Tanya, Stephanie, Gabby and Martha act as non-registered associated persons of LPL Financial.  They are authorized to assist Advisors with LPL Financial with approved activities.  They are prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) they support.  In addition, they are not authorized to enter into any contractual obligations on behalf of LPL Financial. or otherwise bind the firm.