Meet Our Team
A Financial Team Committed To Your Future
Our multi-generational team leads with genuine care and personalized guidance. We are an experienced and highly credentialed team of advisors and staff, bringing a consultative, education-first approach to every relationship. We welcome your family into the process and walk with you through each stage of life, offering proactive communication and long-term partnership.
Rod I. Skaf
MBA, MSFS®, CFP®, ChFC®, CASL®, CLU®
MBA, MSFS®, CFP®, ChFC®, CASL®, CLU®
Financial Planner and Senior Wealth Manager
Wayne E. Niles
Financial Planner and Senior Wealth Manager
Wayne has over 25 years of experience in the financial services industry. He graduated from The Syracuse University Whitman School of Management. His specialty and focus is working with family business owners and...
Maya Skaf, MBA, CFP®
Financial Planner
Parker Salata, AIF®
Financial Professional
Colleen Dotson, MBA
Business Manager, Registered Representative
Support For Every Stage
We help individuals, families, and business owners align their wealth with the future they want to make.
See Your Plan Clearly
Our big-picture approach brings clarity to your goals so you can stay on track today and tomorrow.
Get In Touch
Reach out to start a conversation with a team committed to helping you enjoy today and retire with confidence.