Integrity, Vision, and Results
The PFG Difference
These 4 Key Factors Help Clients Choose Our Team Above All Others
We believe our current clients and prospective clients deserve commitment. You are not looking for a one-time financial advisory firm but a team of specialists you can grow with and trust. For over 30 years, we have been privileged to serve what we believe are the best clients in the world. Our clients have trusted our team to manage their assets and savings for years leading to impactful, long-lasting relationships.
Because we value people and commitment, excellence must be the fruit of our commitment to you. Excellence stems from our dedication to helping you increase your probability of retirement success year-over-year.
Excellence comes not just from financial planning and asset management but also through our meticulous client care. Our team values you and your diligent savings; therefore, we take time to understand your unique needs.
We understand that our investment plan must be tailored to your specific objectives and goals. We vow to focus on your investments while inspiring you to live out your dreams.
The Strengths of Our Team:
Scott and Kellie combined have nearly 50 years of experience serving clients and helping them succeed. Our professionalism and attention to detail are among our greatest assets to steward your future growth.
We know that our staff must be connected and confident in each other’s skillset to serve you well. We have created a company culture responsible for stewarding your assets well and investing in your future.
For 30 years, we have used a unique process that drives clients’ retirement success. As a result, we have multiple tools to help our clients succeed long-term.
Our Investment Approach
As a diligent planner of your life’s assets, you want to ensure that your life’s work is preserved for yourself and your partner, the next generation, and/or charitable intentions. We believe that there is a series of steps to accomplish what we reverently call: A Legacy of Love.
Meet The Team of Professionals at PFG
Scott E Shoup CFP®
CERTIFIED FINANCIAL PLANNER™
Kellie A Gillespie
Client Relationship Manager/ Investment Advisor Representative/ Financial Paraplanner Qualified Professional™
Kellie serves as a Client Relationship Manager. In this role, she develops, manages, and grows client relationships. Kellie is also proficient in E-Money Financial Planning Software. She has been in the financial business for over 13 years and holds securities registrations Series 7, 66, Life, Accident, & Health and Long Term Care licenses. In addition, the College of Financial Planning has granted Kellie the designation Financial Paraplanner Qualified Professional™ (FPQP™) designation. In her free time, she likes to spend it with her husband, Kevin, and their two daughters.