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

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Saving for Education
  • Social Security Retirement Benefits

Awards & recognition

  • Meyer Financial Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024