We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Scott J. Adams, founder of Ridge Capital Management, has worked diligently for the past 15 years building his values based financial consulting practice. His primary focus is to identify and deliver financial based solutions to address the many complex issues that face his clients during the course of the lives. By taking the time to understand his clients fears, hopes and dreams, Mr. Adams can better customize a wealth planning strategy to meet all of his clients goals.
In addition to growing his financial consulting practice, Mr. Adams volunteers a great deal of his time in the community working with non profit organizations. Currently, Mr. Adams serves as Secretary/Treasurer for the Towne Lake Optimist Club; a charity that advances the interests of youth, Chairman of the Finance Committee for a his local homeowners association, Serves on the board of the Einstein Academy; a leadership school for exceptional children.
After attending Villanova and Rutgers University’s, Mr. Adams Received his Bachelor of Science degree in Accounting. Prior to starting his own practice, Scott held senior positions in private industry with Coopers & Lybrand(currently PriceWaterhouseCoopers)as well as the Center for Health Affairs. Scott is Series 7,24,63 and 65 licensed and is a Registered Investment Advisor offering securities through First Allied Securities. He also maintains his Life & Health, Accident and Variable Insurance licenses.
California Insurance License No.: 0F68996
Mr. Halloran joined Ridge Capital Management (RCM) in July 2007 to focus his attention in the insurance and financial planning markets for seniors. Currently, Mr. Halloran has his series 7 & 63 general securities license along with his life & health, accident and variable insurance licenses. He works with individuals and small businesses to educate them on the many complex issues facing saving and retirement. From 401(k) plans to IRAs to Asset allocation to Social Security, he customizes transition plans that benchmarks clients from saving into and through retirement.
Mr. Halloran has an extensive experience in the area of sales with fortune 500 companies including IBM and more recently has served as an Adjunct Accounting Instructor at Appalachian Technical College and within the Board of Education system in North Georgia.
After receiving a Bachelor of Business Administration degree from St. Bonaventure University, he joined the sales force of a national building materials manufacturer in Texas. While working, he returned to school and earned a Master of Business Administration-Finance Degree from the University of Texas at San Antonio. Prior to pursuing a career in finance, Mr. Halloran maintained a position selling IBM midrange systems to key accounts in the San Antonio area. In 2001, following the tragic September 11th event, he relocated to Atlanta to be closer to his grandchildren.
Mr. Halloran is a Life Member of Optimist International and is active with the Towne Lake Optimist Club and supports many church activities in the Canton, Georgia area.
Shay started with Ridge Capital Management in August 2011. In Shay’s role as a Client Service Associate, she is responsible for ensuring our clients needs and requests are met in the most timely and professional manor. Shay is also responsible for managing the administrative aspects of the office including client scheduling, IT, generating client reports along with handling client tax reporting questions/concerns. Shay brings a wealth of experience after spending over 30 years in the legal profession.