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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving

Community participation

  • Marion Area Visitor's Bureau - Capture the Moment
  • Marion Family YMCA
  • Marion County Youth Fundation
  • Marion Area Chamber of Commerce
  • Marion Red Cross
  • United Way of Marion