Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Charitable Giving
  • Insurance
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education

Awards & recognition

  • Dave Moritz, Ameriprise Circle of Success, 2013

Community participation

We are proud to be supporting our community through sponsorship of the following: .

* Ponderosa High School Winter Sports program 2011/2012

* Ponderosa High School Summer Sports program 2012

*Sponsor for the 2011, 2012, 2013 and 2014 Town of Parker Carriage Parade

*Support for Challenge To Excellence Charter School