Broker Check

Meet the Team

Norman Scott

Managing Partner


Norman Scott works with RIA’s helping them become more efficient in the fixed income management side of their practice. Norman’s 20 plus years of experience has put him in a position of respect among his peers and RIA clients.

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Micky Mitchell



Micky Mitchell has over 17 years of diverse experience within the financial services industry, with 14 of those years primarily concentrated in fixed income and structured products. As a strategic partner, Micky works with advisors to...

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Boyd Welch



Boyd began his career in financial services in 1995. With over 25 years in the marketplace, Boyd has the knowledge and experience to help advisors effectively navigate the bond market. With the demand for customization and differing...

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James Fletcher



James has over 25+ years in the financial services industry, beginning first with equity and option trading in the late 1990s, and for the past 18+ years focused on all niche aspects of fixed income portfolios and analysis. During this...

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At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.