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

  • Wealth Preservation Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Family Finances
  • Insurance
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education

Community participation

Our Community Strong program works with local nonprofits and charities to strengthen our community. Our motto for our community outreach is to get involved, give back, and build up our community.

  • St Joseph Home
  • American Heart Association
  • Big Brothers Big Sisters
  • Women Helping Women
  • The Cure Starts Now
  • Operation Give Back
  • Habitat for Humanity

Our photos

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