Team profile

Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Awards & recognition

  • Walter Paul Reep, Ameriprise Circle of Success, 2020-2021

Community participation

Hearthstone Bowling Team
Hearthstone Bowling Team

Hearthstone Wealth Management participates in the bowling charity event for Ruby's Rainbow. Ruby's Rainbow is dedicated to the higher educational needs of adults with Down Syndrome. Lots of fun that supports a great cause!