Team profile

What you can expect when you work with us

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.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Investments
  • Insurance

Community participation

We take pride in not only serving our clients’ financial needs, but also supporting the causes and groups that are important to them. We understand that community involvement is essential to building strong relationships and making a positive impact. That’s why we actively support organizations that are important to our clients. By aligning ourselves with these organizations, we can give back to our community and build a better future together.

  • Marion Women's Club Home
  • Marion Historical Society
  • Marion Mentors
  • Marion Area Chamber of Commerce
  • Leapin' Outreach Center

Working with a team

We operate as a true team dedicated to your financial success. What sets us apart is our unwavering commitment to open communication and proactive engagement. We understand that life is dynamic, and your financial needs evolve overtime. That’s why we take the initiative to schedule regular appointments, ensuring we stay connected and discuss any changes in your life that may impact your financial goals. Our collaborative approach allows us to provide comprehensive and tailored solutions, as we harness the collective expertise of our team. By fostering culture of transparency and proactive communication, we empower you to make informed decisions and navigate the ever-changing financial landscape with confidence.