Team profile

Aligning Your Dreams with Personalized Strategy

We believe that strong relationships help build success and take pride in getting to know our clients. We believe trust is the foundation of every strong financial partnership, and we are grateful for the confidence our clients place in us. In return, we are committed to providing personalized service and help empower our clients with more financial confidence. To make this possible, our team is dedicated to maintaining an open, collaborative environment centered around continuous learning and staying ahead of industry changes.

Our work together begins with you and your financial goals and dreams. With an experienced team and a proactive approach, we match clients with the advisor best suited to their needs and goals. Your success is our success, and we are honored to be a part of your financial journey.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Financial planning for small business
  • Consulting on potential benefits and risks of IRA rollovers
  • Social Security Retirement Benefits
  • Insurance
  • Investments
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Family Finances

Awards & recognition

  • Adage Advisory, Ameriprise Client Experience Award, 2020, 2021, 2023, 2024
  • Adage Advisory, Forbes Best-in-State Wealth Management Teams, 2025

Community participation

LifeMoves - Gently Used Business Clothing Donations to help men and women get back on their feet and into the workforce. Our very own Chad Parker volunteers on a weekly basis offering Financial Tips & Tricks as well.

Second Harvest Food Bank - Volunteering as a team sorting food to be distributed locally to those in need.

The Adage Approach

Built on time-tested principles, our five-part framework turns understanding into action.

  1. Adage Insight: We take time to understand where you are, what matters most, and the experiences that shaped your approach to money and life.
  2. Adage Alignment: Each part of your financial world is brought into focus and aligned around your priorities.
  3. Adage Design: Strategies take shape with structure that’s practical, personal, and easy to follow.
  4. Adage Rhythm: A living system where we stay proactive throughout the year, coordinating key moments and life transitions to keep everything on track.
  5. Adage Continuity: We help you carry forward what you've built, through future seasons, generations, and life's inevitable changes.

Our photos

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