A Financial Partner You Deserve
With a trusted team and personalized plan, you’ll have the freedom and security to focus your time and attention on what matters most to you.
CLIENT-CENTRIC SOLUTIONS
FEE-ONLY FIDUCIARY
PROACTIVE PLANNING
Meet the Team
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Scott Beaudin
CFP®, CPA/PFS
LEAD FINANCIAL PLANNER
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Jonathan Smith
CFP®
LEAD FINANCIAL PLANNER
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Mike Schell
CFP®
LEAD FINANCIAL PLANNER
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Darren Beck
CFP®, MBA
LEAD FINANCIAL PLANNER
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Ben Rinehart
CFA®, PHD
INVESTMENT DIRECTOR
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Mary Williams
CFP®
FINANCIAL PLANNER
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Jordan MacDougall
PLANNING SUPPORT
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Allie Hardy
CLIENT SERVICES REPRESENTATIVE
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Allyssa Stevens
DIRECTOR OF FIRST IMPRESSIONS
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Zana van Rooyen
CLIENT SERVICES REPRESENTATIVE
Pathway Financial Advisors has been featured in:
Identify Your Best Path Forward
While many financial solutions can produce a good output, we want to ensure that each of our clients receive a plan that is right for them and the life they want to live. Our collaborative process helps our clients to narrow down the massive range of their financial options and choose what works best for them
Plan For the Life You Want
We’ve invested in a talented and dedicated team to ensure that each of our clients receive a plan that is right for them and the life they want to live.