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.
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Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Small Business
  • Insurance
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Investments

Awards & recognition

  • CFI Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Honored to be recognized in Forbes

All of us at CFI Financial Advisors are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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