Timely Service

With access to two advisors, we are always available to help. Whether you have a simple question, need to withdraw money from your account, or are looking to schedule an appointment, we are here for you.

Comprehensive Expertise

As financial advisors with EFS Advisors, we are held to a fiduciary standard of care, meaning that, by law, we must ensure every recommendation we make is in the best interest of our clients. 

Additionally, we each bring our own area of specialization to the group, so you have a more comprehensive team of advisors available. Adell is our team’s Certified Retirement Education Specialist (CRES) and has a pulse on the industry’s latest technology enhancements and efficiencies. Scot is our resident CERTIFIED FINANCIAL PLANNER™ professional and brings decades of experience to the team. Together, we look forward to serving you as a father-daughter advisor team, both now and for years to come.