Team profile


What you can expect when you work with us

Welcome to Centennial Wealth Management, your knowledgeable team in navigating the complexities of financial planning both before and after you retire. With a track record of delivering tailored strategies, we specialize in empowering high-net-worth families to make informed decisions that focuses on the foundation for a fulfilling financial life.

Our team of seasoned financial advisors is dedicated to understanding your unique goals and aspirations. We know that no two situations are identical, and every family deserves to be treated as top priority. We are committed to guiding you through your financial journey with knowledge,precision, and a focus on optimizing your financial well-being.

We pride ourselves on our holistic approach, combining innovative financial strategies with personalized attention. Our comprehensive approach to financial planning and suite of services encompasses investment management,tax optimization, equity compensation, risk management strategies, and more.Through meticulous analysis and strategic insights, we help you navigate the intricacies of pre and post-retirement financial planning, so that your wealth can be grown and distributed effectively.

As your dedicated team, we prioritize transparency, open communication, and a long-term perspective. Our mission is to empower you to make informed decisions that align with your aspirations and provide you with more peace of mind you deserve as you embark on the next chapter of your life.

Areas of focus

  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Investment Management
  • Domestic Partner Planning
  • Charitable Giving
  • Insurance
  • Saving for Education

Awards & recognition

  • Centennial Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Richard Plant, Ameriprise Ultimate Digital Excellence Award, 2021
  • David Solomon, Ameriprise Circle of Success, 2011 - 2023

Community participation

Giving directly back to our communities is something that we are passionate about. Every year we host a food drive where the items collected directly funnel back to our local school system through programs that weekly provide groceries for at risk and homeless children and youth. Together, we collected over 9,000 individual items last September! The volume of donations we are able to collect year after year is a testament to the generosity of our clients.