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Our Team

Your Wealth, Our Specialty.

We have built a highly credentialed team equipped to guide you through our wealth management process and the challenges and questions that will arise over the years. We prioritize service and never compromise on quality which helps us develop higher-quality relationships with our clients. While we cannot be all things to all people, we can be all things to the business owners and families that we advise.

Each of us has specific talents that we bring to the team and responsibilities we lead for the team. We have found a way of working together seamlessly so that each client can feel our combined impact. Together, we have not only the experience you will need, but also the designations to go along with it.


Our Team

Scott Piggush

Scott A. Piggush, 

CEPA, CPWA(R), RICP(R), CPFA

Owner, Wealth Advisor

Kim Piggush

Kim Piggush, 

M.A. Ed.

Chief Operating Officer

Colleen Wood

Colleen Wood

Director of Client Services

Max Cinnamon

Max Cinnamon

Investment Assistant

Emma Gordon

Emma Gordon

Client Service Associate

Accreditations

While many firms offer standard financial services, we differentiate ourselves by our Commitment to Continuous Learning and Adaptation. As your financial needs evolve, so do our expertise and strategies. We stay ahead of industry trends to provide you with the most up-to-date advice and guidance.

  • CEPA®

    The Certified Exit Planning Advisor (CEPA®) credential equips professional advisors to engage more effectively with business owners. Through Exit Planning (Value Acceleration Methodology™), owners can enhance company value, strengthen financial plans, and align personal goals. Earning CEPA gives an advisor an enhanced expertise in Business Exit Planning. A CEPA advisor is able to have meaningful and value-added conversations about growth and exit strategies.

  • CPWA®

    The Certified Private Wealth Advisor (CPWA®) certification is designed for experienced advisors who work with high-net-worth clients. It focuses on the full cycle of wealth—accumulation, preservation, and distribution. Earning the CPWA® designation gives advisors the skills to identify and analyze challenges facing high-net-worth (HNW) clients and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

  • RICP®

    The RICP® prepares an advisor to help clients obtain a secure retirement. It equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating confidence and sustainable income for a client’s retirement.

  • CPFA

    The CPFA designation is a professional certification for advisors to specialize in retirement plans, particularly 401(k) plans, pension plans, and other employee benefit programs. It demonstrates an advisors expertise and commitment to working with retirement plans by acting as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.