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 Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Small Business
  • Women's Financial Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Estate Planning Strategies

Community participation

We are proud supporters of the U.P. Hospice Foundation's “Dancing with our Stars Marquette County Style.”

We also support the Rotary Clubs of Marquette County, JJ Pack's and Connect Marquette's Iron Range Roll to support the YMCA. Join us in giving back to our community!