The Cedrus Team brings a distinct combination of backgrounds and knowledge. We also commit ourselves to connecting both individuals and businesses to our expansive network of professionals. We are committed to supporting you and your family using a transparent, holistic approach where we focus on providing not only financial contentment but also overall harmony and fulfillment in your life and the lives of your family members.

 

Partner

Paul Rold works with the Cedrus team and clients as the advanced markets manager, advanced estate planner and executive...

Partner

T.J. works with Cedrus Clients to develop effective retirement and business planning strategies. He graduated from...

Financial Advisor

John works for Cedrus as a wealth strategist. In addition to having 10 years of experience in wealth management, he...

Vice President of Client Services

Emily works at Cedrus as the Vice President of Client Services. She serves clients directly to make their experience...

Vice President of Development

Noah serves the Cedrus Clientele as the Vice President of Development. With an emphasis on serving young professionals,...

Chief Operations Officer and Partner

Jeremy serves as the Chief Operation Officer at Cedrus, in which he oversees the highest level of support that best...

Chief Financial Officer

Scott serves as Chief Financial Officer at Cedrus. He provides operational support through back office tasks and...

John A. Scott
Founder and Partner

John is the Founder and Chief Executive Officer of Cedrus, a family office and wealth advisory firm helping clients...