Our Team

When you work with TPC Wealth, you’re working with the expertise, experience, and combined perspectives of our entire team. Our investment team is supported by a team of administrative staff to make investing and working with us simple and seamless.

William Scott
Portfolio Manager & Chief Compliance Officer, CPA, CFP®, CIM®
William Scott
Spencer Davidson
Portfolio Manager & President, CFA®
Spencer Davidson
Scott Swinkels
Research Analyst & Client Relationship Manager, CFP®
Headshot of Scott Swinkles

Professional Partnerships

TPC Wealth has a close professional relationship with the financial planning team at TPC Financial. The primary relationship for most of our clients is with their planner at TPC Financial, through that relationship they also have access to a large support team of associate financial planners, risk management / insurance professionals, legal services and accounting services. Through our relationship with TPC Financial, you can have the team and the resources to ensure your financial needs are covered.

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