Our reasons for becoming financial professionals are deeply personal. 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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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Scott Frayler has been a financial advisor since 2001. After being in the industry for close to 20 years, Scott was looking for a new challenge. He decided it was time to create a firm dedicated to the client experience.
Jeffrey B. Greco has over 30 years of experience in the field of financial planning, wealth management, insurance and retirement planning. He began his career as an independent insurance agent and stock broker.
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Sean’s consulting experience within the Financial Services industry inspired him to join the Blue Line Wealth Management Team and transition into a role where he can directly assist his clients on a personal level.
Director of Operations
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With nearly 10 years in the financial industry, Courtney has become a trusted and dependable first line of contact for clients.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.