Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits

Community participation

Further Financial Group - Community participation photo

In an effort to give back to the community again this holiday season, Further Financial Group hosted our annual local food drive and volunteered our time at the Freestore Foodbank in honor of Ameriprise Financial's National Day of Service. We sincerely thank each of you that donated non-perishable food items to help our efforts.