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 Planning Strategies
  • Intergenerational Planning
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Family Finances
  • Insurance
  • Cash Flow Management Strategies
  • Saving for Education

Awards & recognition

  • Kristen Roy, Five Star Wealth Manager, 2023

Community participation