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.
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Areas of focus

  • Investment Management
  • Insurance
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Community participation

We participate in numerous community fundraising events, including Feeding America, D.A. Blodgett St. John's, The Women's Resource Center, American Cancer Society, Parkinson's Research, and Habitat for Humanity, just to name a few.

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