Our Team

With over two decades in the financial services profession, Scott provides high-level experience and a complete array of investment and retirement planning services. Scott is a CERTIFIED FINANCIAL PLANNER^TM practitioner 

Barbara is the founder of ConfidentVision Financial and manages our company’s proprietary process, the Retirement Plan Navigation System, for individuals, business owner's 401(k)s and defined benefit plans. She is the consummate...

TJ's primary role is to assist with the client onboarding and account maintenance process. He has over 7 years of experience in the securities profession and serves as liaison between Scott and our broker dealer, Securities America....