Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Charitable Giving
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Community participation

Second Harvest Food Bank

Children's Advocacy Center

Family Promise