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

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Family Finances
  • Tax Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Investments
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits

Community participation

  • We are committed to supporting and being involved in the communities where our offices are located. From sponsoring local youth sports teams to volunteering our time and resources to assist in food pantries and local nonprofit organizations and fundraisers.
  • We invite you to contact us with any opportunities to help with an event or organization that is dear to your heart.