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

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Charitable Giving
  • Small Business
  • Cash Flow Management Strategies
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Family Finances
  • Insurance
  • Women's Financial Strategies
  • Business Retirement Plans