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 Plan Distribution
  • Charitable Giving
  • Insurance
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Military Financial Advisor

Community participation

OLPH Bob Dobres Memorial Golf Outing
OLPH Bob Dobres Memorial Golf Outing

As a volunteer in the Knights of Columbus Bob Dobres Memorial Gold Outing, we helped raise money for the Bob Dobres Memorial Fund for every 18-hole game. This special event not only celebrates the life of Bob Dobres, but also raises vital funds for the memorial fund.