INV
ESTMENT PROFESSIONALS
Richard Schwartz, CPA, MA, PhD
Richard is the managing partner of SSCM. He brings 30 years of investment experience and expertise in economics, complex estate, business and individual planning issues.
Greg Bachman, CFP
Greg is a partner in SSCM and Director of Financial Services. Greg is the Chief Investment Officer and has an extensive background in portfolio management and all aspects of financial planning. He is currently enrolled in the Chartered Financial Analysts (CFA) program.
Scott Meeker, CPA
Scott is a partner in SSCM and has special expertise in the design and implementation of retirement plans for business entities and non-profit organizations.
Nick Cutting, CPA, MBA
Nick is the firm's Chief Compliance Officer and a partner in SSCM. He has a broad background in investments and particular expertise in estate taxation and administration.
Shelly Sorem, CPA
Shelly is a partner in SSCM and offers extensive experience in complex estate planning matters and estate taxation and administration.
Research and Administrative Team
Supporting the principals shown above is a team of researchers who assist in stock and mutual fund research, portfolio monitoring and the implementation of our investment methodology and financial plan design. Additional team members act as Client Support Associates and execute securities trading.
