Team profile

Wisdom Through Every Season

At Ecclesiastes Wealth Partners, we believe wisdom is the foundation of lasting financial success. Our team of advisors, each holding the CERTIFIED FINANCIAL PLANNER® professional (CFP®) and Behavioral Financial Advisor (BFA™) designations, combines technical knowledge with behavioral coaching to help guide clients through life’s financial decisions with more clarity and confidence. We go beyond numbers- helping individuals and families align their wealth and their values, navigate complexity, and build a legacy that reflects both purpose and stewardship.

Our mission is simple: invest in people and guide them with wisdom through every season of life.

Areas of focus

  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Military Financial Advisor
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Awards & recognition

  • Ecclesiastes Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Ecclesiastes Wealth Partners, Ameriprise Client Experience Award, 2020-2023

Community participation

Investing in People, Together
Investing in People, Together

At the heart of our practice is a commitment to investing in people – within our workplace and across the communities we serve. Each year, our team, clients and volunteers come together for Ameriprise National Day of Service, packing food and essentials for those in need. But our commitment doesn't stop there. We proudly sponsor an annual community event that raises awareness for vital causes and social awareness. Through ongoing partnerships with nonprofits focused on foster care, human trafficking and homelessness, we strive to create lasting change- one person, one act of service and one partnership at a time.

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