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

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Retirement Income Strategies

Awards & recognition

  • Fisher Wealth Management Group, Ameriprise Client Experience Award, 2024

Community participation

- North Shore Animal League, the world’s largest no-kill animal rescue and adoption organization

- Walk to End Alzheimer's

Honored to receive recognition

All of us at Fisher Wealth Management Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Fisher Wealth Management Group team and the great experience we work so hard to provide for our clients every day.

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