About Us

Financial Planning That Helps You Retain More of What You Earn

You’ve worked hard your whole life but at the back of your mind you want to discover a way to enjoy what you’ve built. Our financial strategies are designed to maximize your earnings retention, ensuring that what you've diligently built continues to benefit you. With our guidance, you can keep more of what you've earned, allowing you to fully enjoy the wealth and success you've created.

Financial Planning That Focuses on Personalization

Through a highly professional approach, we create personalized financial strategies that align with each client's unique goals, risk tolerance, and life changes. This tailored strategy leads to more informed and smarter decisions that directly address our client’s needs and maximize their overall financial well-being.

An Ethical Mindset in Everything We Do

We firmly believe in upholding an ethical mindset in everything we do. Integrity and ethical conduct are the cornerstones of our practice, guiding our decisions, actions, and interactions with clients. Every financial decision we make for your business will be compliant with government regulations and reflective of your values, maintaining the highest ethical standards.

Meet the Team

Our team focuses on building lasting and genuine relationships with clients so that we can understand every aspect of their unique situation. With this level of personal insight, we can offer more effective and customized solutions, helping you to achieve your financial goals with precision and care.

Adam J. McKay, CPA

Financial Adviser / Managing Partner

Travis R. Gucciardo, CPA

Financial Adviser / Partner

Scott F. Nelson

Partner Emeritus

Our Core Values

Build Long-term Relationships

We prioritize creating long-term client relationships so that we can understand their unique circumstances and deliver a tailored solution that’s aligned with their goals.

Committed to High Ethics

Our steadfast commitment to ethical standards ensures legally compliant advice. We build your trust daily with reliable, personalized counsel and plans that reflect your needs and desires.

Tax-forward Strategies

Our tax expertise provides a comprehensive view of our clients' finances, enabling us to guide them with a financial strategy that helps them keep more of what they earn.

Professionalism In All We Do

We are committed to providing proactive, top-tier service where clients can rely on us to address their most vital issues, meet deadlines, and deliver everything with pinpoint accuracy.

Creating Long-Lasting Relationships with Personalized Focus

Our priority is to nurture lasting client relationships to understand every facet of their unique circumstances, allowing us to provide tailored solutions that align with their goals and aspirations. We care about our clients and we are committed to go above the call of duty to see them revel in a financial strategy that helps them achieve their goals.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

Get Your Number

About Cetera & BNY

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Our Services

TrustSource, Tax & Financial Services is a one-stop shop, offering a comprehensive range of services to help meet all your business and personal financial needs.

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Our Approach

We provide clients with a proactive and relational approach that’s built on high ethics, helping them to achieve their goals in a way that reflects their values.

Our Approach

Contact Us

Are you looking for a proactive financial planner who will help you unlock your assets? Contact us today to get started.

Contact Us Today