Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Susan A. Myers, CPA, CFP®, CLTC 
Financial Services Representative
Sr. Financial Planner

Mark E.  Scher, CLTC, CRPS
Investment Specialist
Financial Planner
Financial Services Representative

Ashley J. Scher
Financial Services Representative
Financial Planner

Kristen  McGuire
Financial Services Representative
MetDESK® Associate

Stacey Ptak
Client Coordinator

Claire McCann-Griffith
Personal Assistant to Susan Myers, Financial Services Representative

Jessica Arreola
Marketing Support Specialist