Team profile

Our Approach

Our Vision:

To develop and maintain long-term relationships with clients who are committed to working with us to help them plan for their financial goals.

To ensure that the financial advice that we provide to clients is as individual as the clients themselves.

Our Mission:

Centennial Wealth Management seeks to inspire confidence in your financial future by providing creative solutions and individualized financial advice.

Your Dreams ... Your Wealth ... Your Legacy ... Simplified!

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 - 2025
  • 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.

Our photos

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