Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Christian Financial Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Small Business
  • Family Finances
  • Intergenerational Planning
  • Investment Management

Community participation

Each year, our practice and several clients volunteer at Second Harvest Food Bank of the Mahoning Valley to sort food donations and assist the Food Bank in any necessary capacity throughout the day. Due to the COVID-19 pandemic in 2020, we had to forego our in-person volunteer efforts to host a food drive benefitting the Food Bank instead. It was hugely successful and through the generosity of clients and community members, we were able to collect over 1,000 items for donation!