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Who We Are

Achieving and maintaining financial independence is an active pursuit. It's about creating the life you want to live. You define what it means to you: it may mean pursuing a work optional lifestyle, an exciting new chapter in retirement, starting your own business, or supporting charitable causes you believe in.  

No matter your definition, it starts with a solid financial strategy, tailored to your personal dreams and goals. As an independent firm we have the freedom to offer clients a wide spectrum of strategies from multiple sources - allowing us to craft plans that are customized specifically for you.  

Scott Stevens, ChFC®AEP® RICP®

President | Financial Planner

As President and Financial Planner, 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...

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Nate Stevens, AAMS®, AIF® 

Portfolio Operations

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...

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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...

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Chris Maraist CLTC®

Insurance Operations

Chris brings over 13 years of experience specializing in the design and implementation of Life, Disability, and Long-Term Care insurance products and services. Chris obtained dual Bachelor of Business Administration degrees...
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Our 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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