About Us

Our People

Located in Sarasota County on Florida's West Coast, our nationally recognized team has the deep experience, qualifications, and training needed to help you navigation the complexity of wealth management.

We invite you to meet our advisors and senior client associates. To schedule a call, or to inquire about our team, contact us

Scott Pinkerton

Managing Partner, Principal Investment Officer

Scott Pinkerton Managing Partner, Principal Investment Officer

Michael Harkins

Partner, Executive Vice President

Michael Harkins Partner, Executive Vice President

William Mehserle

Partner, Vice President – Investment Officer

William Mehserle Partner, Vice President – Investment Officer

Patrick Baumann

Partner, Chief Investment Officer

Partner, Director of Strategy
 

Staff

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals