Meet the team

Our practice was established in 2009 with two financial advisors who shared a common vision: to break the mold of traditional financial planning relationships by providing clients with personalized advice and concierge service to help make their lives easier and more rewarding. We want our clients to know the Value of Choice. You may want to paint, play an instrument, travel or just spend quality time with your family, but the stress of financial chaos can distract us from the things we love most. Every person has a unique history, circumstances, and dreams. The cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. As we began to work together, it didn’t take long to recognize another unique aspect of this union - the complementing perspectives of a male and female personality both working towards the same common vision. Advisors can differ in how they approach clients' financial needs. A woman walks the earth in different shoes than a man does. That's going to color how she sees things and because of that she may ask different questions than her male counterparts. That doesn't make either approach any better or worse; just different. Together we bring a collaborative approach drawing on the unique strengths of each team member to provide our clients with a clear plan of action. This difference gives our team an additional depth and dynamic.