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
  • 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!