Team profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investments
  • Small Business
  • Charitable Giving
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Retirement Plan Distribution

Awards & recognition

  • FORTIFY Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

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