Team profile


Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

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

Community participation

Financial IQ Partners - Community participation photo

We volunteer at Feed My Starving Children in Aurora to fight hunger in our community.