Team profile

Our Mission

Our mission is to be part of our clients’ financial lives by helping to provide them with direction. Our commitment to this mission is defined by three core principles:

I. Planning Approach

Intended Result: Clients can experience more confidence that comes from having direction in their financial lives.

II. Tailored Solutions

Intended Result: Clients may feel more comfort that comes from having financial guidance.

III. Personal Attention

Intended Result: Clients can develop a sense of confidence that comes from feeling connected and informed.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Small Business

Awards & recognition

  • Encompass Wealth Advisors, Ameriprise Client Experience Award, 2021 and 2022