Home
Services
Investment Management
Administrative Support
Asset Allocation
Independent and Fee Only
Investment Monitoring
Investment Selection
Ongoing Client Communication
Quarterly Reporting
Financial Planning
One Time Meeting
Special Financial Planning Project
Ideal Client Profile
FAQ
Books
Achieving Your Financial Potential
Five Key Lessons from Top Money Managers
Who We Are
Firm History
Principals and Advisors
Nicholas Coppola, MBA, CFA
Scott Kays, CFA, CFP®
Alan McKnight, DBA, CFP®
Andrew Medders, CFP®
Brad Mundy, CFP®, CPA
Helen Shingler, IACCP®
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM
Associates
Kira Baffi
Melissa Dresnok
Tabitha Halperin, SHRM-CP
Will Howard, CFA
Brittany Starnes
Angela Tucker
Grant Wilson
Events
Articles
Recent Articles
Archives
Market Recap
Investing & Economic Commentary
Financial Planning
Media
Media Appearances
Media Contact
Scott Kays on Fox Business
Clients
Black Diamond
Schwab Alliance
Contact
Contact Information
Download Paperwork
View Maps
Scott Kays on Fox Business
Related Links
Media Appearances
Media Contact
Scott Kays on Fox Business
Media Appearances
>>more
Books
>>more
