Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Charitable Giving
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & recognition

  • Anita Miller, Ameriprise Circle of Success, 2018-2022
  • Ironstone Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Community participation

Our team believes in supporting the communities where we do business. We enjoy volunteering regularly with local nonprofits, serving on various boards and participating in nonprofit events and fundraisers.