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

  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Insurance

Community participation

Photo of my VPEN sisters and I!
Photo of my VPEN sisters and I!

Our team has served a number of local non-profit organizations as volunteers & board members from the Gabriel Project, local private & special needs schools to the American Business Women Association's express network and the Foodbank of the Golden Crescent, Victoria Christian Assistance Ministry & so on. We love our community. Working together, using our various gifts to the best of our ability, we can achieve beautiful things now & for future generations.