Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Director, Wealth Management
Scott Thomas has over 30 years in the financial services industry and is Vice President of SCOTT Private Wealth Group. A 1987 graduate of the University of North Carolina at Greensboro, Scott holds degrees in Finance and Economics. In addition, he has obtained the designation of CFP®, Certified Financial Planner, from the College for Financial Planning. He also holds the designation of AIF®, Accredited Investment Fiduciary.
Active in the financial planning industry and his community, Scott is a member of the Financial Services Institute and has served on various local non-profit boards including Goodwill Industries, the YMCA and Young Life.
Scott is an avid road and mountain biker and outdoor enthusiast. He enjoys family activities and loves spending time with Barbara, his wife of 34 years, their three daughters and granddaughter. Scott and Barbara make their home in Greensboro, NC.
Scott is a Registered Principal and an Investment Advisor Representative with Cetera Advisors LLC. Cetera is under separate ownership from any other named entity.
Client Service Manager
Karmen manages our client services team and brings over 30 years of financial services experience to our staff. Karmen is responsible for client services, trading activity, assisting in our investment management process and making our clients feel like family.
Karmen attended Guilford College where she completed the two year CFP course and also attended Southern WV Community College where she studied Accounting.
In her free time, Karmen enjoys traveling with her husband, Mark, watching pro football (loyal Cleveland Browns fan since 1982!), reading and spending time on the water.
Karmen is a Registered Principal and an Investment Advisor Representative with Cetera Advisors LLC. Cetera is under separate ownership from any other named entity.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.