Our Team
How We Work
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.
Steve Cox, CPA
Personal CFO
"Helping You Make Smart Financial Decisions” Steve joined the SHC Financial team in January 2005 after over 24 years as an audit partner and CPA in an international accounting firm. During his public accounting career he worked...
Preston Hart
Wealth & Business Exit Planning Advisor
Preston C. Hart Wealth and Business Exit Planning Advisor With over two decades of experience in the financial industry, Preston has established himself as a trusted independent wealth and business exit advisor. His comprehensive...
Thomas Vician
Investment Manager
Lisa Troutman
Operations Manager
Lisa joined the SHC Financial team in 2015 as the Operations Manager. She has 25 years in the financial industry. She holds series 6, 7, 63 and 66 registrations with Kestra Financial. Lisa works closely with the advisors...
Pam Jackson
Client Service Manager
Pam joined SHC Financial in 2024, bringing a wealth of experience in client service. She has previously worked as a Client Service Manager with Edward Jones and Morgan Stanley, and she is now dedicated to building lasting relationships...