We believe the proper handling of your financial matters requires a team approach. With so much information in so many areas available, it takes a dedicated team to absorb and analyze that information so that the appropriate recommendations surface and you can be informed of your investment options. You get the seamless service this approach offers as Financial Concepts filters and processes all information available. Through the efforts of the Financial Concepts team, you get comprehensive, realistic financial solutions. Scott’s role in the business has been evolving. In addition to planning seminars and managing marketing he is learning portfolio management. He is also developing an understanding of our Financial Planning Process and Rhonda’s methodology on advising clients. Part of his training has also involved learning every aspect of our firm, from running the computers to learning client service.