About Us

Planning

Scott Pinkerton

CFP®, AIF®, CIMA®, CPWA® Senior Partner, Planner
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William (Bill) L. Mehserle, Jr.

CFP®, AIF® Partner, Planner
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Brad Patton

CFP®, ChFC®, CWS®, CRPC, AAMS Planner
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Colton Lightner

Client Relationship Manager, Associate Planner
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Betsy Steiner

Senior Consultant, Family Office Services
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Investment

Patrick Baumann

CFA®, CTP Chief Investment Officer, Partner, Institutional Consultant
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Andrew Fusco

Analyst & Portfolio Administrator
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Jake MacFarlane

Associate Analyst
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Service

Janet Buley

Client Relationship Manager
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Amanda Beck

Client Relationship Manager
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Pamela Blewett

Client Relationship Manager
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Support

Donna Guinta

Chief Operating Officer, Chief Compliance Officer
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Jasmine Johnson

Private Wealth Coordinator
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Tracy Knight

Marketing & Recruiting Director
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