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

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Estate Planning Strategies

Community participation

We believe giving back to our community is both our responsibility and a great privilege. Over the years we have supported these great organizations with our time and resources.

  • Urban Homeworks
  • One2One
  • Bridging
  • Feed My Starving Children
  • Dave Ramsey's Financial Peace University
  • Operation Christmas Child