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

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

Awards & recognition

  • Integrate Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

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