Team profile


You are not just another face in the crowd

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

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

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

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Family Finances
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies

Community participation

Open House donations for Brighter Tomorrows
Open House donations for Brighter Tomorrows

Thank you to everyone who attending our Open House for our new office. We were so thankful to everyone for supporting Brighter Tomorrows with donations for their program.