Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Sign up for a complimentary initial consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Family Finances
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Charitable Giving
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & recognition

  • Eaglecrest Financial Group, Ameriprise Client Experience Award, 2024-2025

Honored to receive recognition

All of us at Eaglecrest Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Eaglecrest Financial Group team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

Our photos

2 albums
close