Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Investment Management
  • Domestic Partner Planning
  • Charitable Giving
  • Insurance
  • Saving for Education

Awards & recognition

  • Centennial Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Richard Plant, Ameriprise Ultimate Digital Excellence Award, 2021
  • David Solomon, Ameriprise Circle of Success, 2011 - 2023

Community participation

Giving directly back to our communities is something that we are passionate about. Every year we host a food drive where the items collected directly funnel back to our local school system through programs that weekly provide groceries for at risk and homeless children and youth. Together, we collected over 9,000 individual items last September! The volume of donations we are able to collect year after year is a testament to the generosity of our clients.

Our photos

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