Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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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
  • 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.

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