Our Team

Stuart Scholten


Managing Director

Stuart is a seasoned financial advisor with a passion for helping individuals and families secure their financial futures. With over 12 years of industry experience, Stuart has developed a deep understanding of retirement planning, income planning, and tax planning strategies. His dedication to his clients' financial well-being is evident in his meticulous attention to detail and personalized approach to crafting tailored financial solutions.

In addition to his extensive experience, Stuart is committed to providing unconflicted financial advice. Clients trust Stuart for his expertise, integrity, and unwavering dedication to helping them achieve their financial goals. Whether guiding clients through retirement planning or advising on tax-efficient investment strategies, Stuart is known for his professionalism, knowledge, and genuine care for his clients' financial success. Stuart's reputation as an advisor is built on a foundation of trust, transparency, and a track record of helping clients navigate the complexities of the financial services industry with peace of mind.

On the weekends you can find Stuart playing basketball, golfing, working out and spending time his family.



  • Certified Plan Fiduciary Advisor - CPFA

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