Team profile

Our Purpose is Clear

We strive to be an essential partner for our clients as they define and pursue their vision of an enriched and fulfilling life.

Our core values C. L. I. M. B. support both our clients and teammates in reaching new heights.

C - Care

L - Lead

I - Implement

M - Mentor

B - Become

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Insurance
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Endurance Planning Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Helo Training for our search dogs
Helo Training for our search dogs

Living fully means giving back. We're committed to strengthening our community in ways that matter.

We support financial literacy initiatives because we believe everyone deserves access to the knowledge and tools needed to make confident financial decisions. When our neighbors understand their finances, our entire community thrives.

We're also proud supporters of Cure Childhood Cancer, standing alongside families facing one of life's most difficult challenges. Supporting children and families through their cancer journey reflects our belief in making a meaningful impact where it matters most.

Our photos

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