Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Charitable Giving
  • Saving for Education
  • Family Finances
  • Social Security Retirement Benefits

Awards & recognition

  • Scott R Dagel, Ameriprise Circle of Success, 2020-2021
  • Alchemy Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

We are strong supporters of education and community participation. We believe education combined with a strong family structure will provide kids with the tools they need to succeed in the world.

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