Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Divorce Financial Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans
  • Small Business
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies