Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

Get started

Areas of focus

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

Awards & recognition

  • CFI Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2025-2026

Honored to be recognized in Forbes

All of us at CFI Financial Advisors are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Our photos

3 albums
close