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

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Awards & recognition

  • Peoples Investments, Ameriprise Client Experience Award, 2021 - 2022

Community participation

We proudly donate our time to several local nonprofit organizations. As we raise our families in the same area we grew up in, community-based causes and activities continue to be close to our hearts.

Our photos

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