Who We Are

Our team specializes in managing the needs of succesfful families and top-of their-field professionals who, amount other things, aspire to a work-optional lifestyle and have the desire towards securing a family investment legacy.

Scott Stevens, ChFC^®, CLF^®, RICP^®

President and Wealth Manager

As President and Wealth Manager, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance to clients and...

Nate Stevens, AAMS^®

Research and Planning Coordinator

Nate provides research for Eastgate Financial Group as well as assisting in portfolio administration. His lifelong love for economics and current events brings valuable insights into market trends and long-term outlooks. His support...

Amanda Roff

Operations Manager

Amanda’s top priorities are helping to run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues. Amanda ensures smooth day-to-day office operations and promotes high...

Our Other Professional Resources

As needed, we take a collaborative approach with other professionals. Providing additional outside resources is part of our process to help you pursue your wealth and lifestyle goals.

Our Outside Alliances Include:

Estate Planning Attorneys
Elder Law Attorneys
Mortgage Brokers
Property and Casualty Brokers

Certified Public Accountants
Residential Realtors
Business Law Attorneys
Business Valuation Professionals

Alliances above are referrals only and not affiliated with LPL Financial or Eastgate.

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