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Our Team

Each of our advisors has a personal reason for becoming a financial professional—and a shared commitment to this community.

Patrick (P.J.) Scherven

Patrick (P.J.) Scherven

Founder & Financial Advisor

Series 6, 63 & 65

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Jonathan Scherven

Jonathan Scherven

Client Service Specialist
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Eric Parnell

Eric Parnell

Chief Market Strategist

CFA

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Evan Coffey

Evan Coffey

Investment Analyst
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Nick Dalessandro

Nick Dalessandro

Senior Associate, Asset Management
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Kate Templeton

Kate Templeton

Associate, Asset Management
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