Team profile

What you can expect when you work with us

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.
Get started

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans

Community participation

F.I.T. Financial Group - Community participation photo

Our Core Values: F.I.T.

Family

We treat every client like family—building lasting relationships rooted in care, respect, and support. Your financial journey is personal, and we’re here to walk it with you.

Integrity

We uphold the highest standards of honesty and transparency. Every decision we make is guided by a commitment to doing what’s right—for you and your future.

Trust

Trust is the foundation of everything we do. You can count on us to be dependable, consistent, and always focused on your best interests.

"Get Your Finances in Shape—with F.I.T. Financial: Family. Integrity. Trust."

Our photos

1 albums
close