You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Daniel Woodend

Daniel Woodend

Associate Financial Advisor

Visit Daniel Woodend's website

Team

Sheri Grear

Sheri Grear

Operations Director,

Aakanksha Chaudhary

Aakanksha Chaudhary

Financial Planning Analyst

Sona Tandon

Sona Tandon

Financial Planning Analyst,