Team profile


Your partner in planning for a confident future

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through comprehensive planning and investment strategy. At Eventus Wealth Advisors, we start with your story and then have a conversation about key financial areas including covering essentials, ensuring you’re living your life to the fullest, preparing for the unexpected, and leaving a legacy.

By providing trusted guidance and identifying clear steps to take toward your goals, we help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Insurance
  • Small Business

Awards & recognition

  • Eventus Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Eventus Wealth Advisors, Ameriprise Client Experience Award, 2021-2023