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.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Investments
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Small Business
  • Business Retirement Plans
  • Estate Planning Strategies

Awards & recognition

  • Alex Gabriel, Five Star Wealth Manager, 2021-2022

Community participation

Our practice volunteers with Angel Foundation to help provide cancer patients and their families with pro bono financial planning services. We became involved with this organization because we believe it is important to provide financial advice and assistance to struggling families to take one less thing off their plate while they focus on the time they have and working toward recovery.