Meet the people behind your plan.

As a financial firm with CFP® professionals on staff and an in-house Chief Investment Officer shaping your investment strategy, we believe we offer a rare combination of thoughtful planning and disciplined portfolio oversight. Here, your goals are our priority—and your wealth is guided with care and intention.

Partners & Advisors

Bob Rice, CFP®, AIF®

Founding Partner

Joshua M. Benet, CFP^®, AIF^®

Founding Partner

Oliver Scholle, III

Partner

Lindsy Owens CFP^®, CTFA^®

Partner

Oliver Scholle

Financial Advisor, Partner Emeritus

Liz Mara

Financial Advisor

Chief Investment Officer

Michael Costa, CFP^®, CFA^®

Founder, NextStep Portfolios, LLC; Chief Investment Officer, Harvest Wealth Management

Team

Kelsey Crow

Financial Planning Services Associate

Tracy Donahue

Client Relationship Manager

Vicky Owens

Administrative Assistant

Stephanie Willson

Client Relationship Associate

Adam Harrington

Financial Advisor Assistant

Cultivating Community

We live and work here, and we believe in giving back to the place we call home. We stay involved by serving on boards, volunteering, and supporting local causes that strengthen the overall community.

We stay with you across decades and life changes.

As your life evolves, so do our strategies.

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