Stacey brings many years of Client Relations experience to the Drinkhahn Carty family.
Since she joined us in 2014, her dedication to our clients and passion for helping people is apparent in everything she does. Stacey has over twenty years of experience working in client services.
Paul has always had a strong belief that all of his clients should not only invest wisely, but also have a confident understanding of their investment choices.
His mission is to provide clients “Peace of Mind“ throughout the investment process. Paul works with his clients to accomplish these goals in three steps. First, by having a clear understanding of the client’s specific financial needs. Next, he coaches individuals on investing their funds in the appropriate investment vehicles. The third vital step, is an ongoing educational training program geared to provide true “Peace of Mind”.
Scott Carty CFP®
Scott is a passionate teacher, aimed at giving clients the confidence they need to attain their dream retirement.
Scott empowers clients with the knowledge to make good financial decisions. Since Scott began in this business in 2007, Scott has been driven to attracting, educating, and continuing client relationships, which has been the catalyst for his success. Scott’s goal is educate as many clients as possible so they can make smart financial decisions for their future.