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Planning Team

Howard "Buddy" D. Goldman IIICLU®, ChFC®, AEP®

Co-Founder and Private Wealth Advisor

Scott D Butler CFP®, CLU®, ChFC®, RICP®

Co-Founder and Private Wealth Advisor

Casey A. Goldman ChFC®

Partner and Private Wealth Advisor

Jake Colein CFP®, CLU®, RICP®, ChFC®

Director of Wealth Management Services

Malia Lubking

Director of Client Experience

Emily King ChFC®

Financial Planning Specialist

Rob Garrick

Director of Operations and Client Service

Bonnie Aileen Scholnick

Director of Client Services