Welcome to Lumina Planning Partners: Bringing your future into focus.

  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Envision your retirement

    Retire to something, not from something. Explore how you’ll spend your time in retirement.
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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Who We Are

At Lumina Planning Partners, we believe financial planning is about more than just wealth—it’s about clarity, vision, and purpose. Your financial future shouldn’t be uncertain or blurry. That’s why we exist: to illuminate the path ahead while sharpening your focus on what truly matters.

Just like our name and logo suggests, Lumina is both a guiding light and a precise aperture—helping you see the big picture while refining the details that bring your financial goals into focus.

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Our Pillars

Future Focus – We don’t just plan for today; we help you create your future with confidence and intention.

Family Focus – We take a multi-generational approach, building lasting relationships and guiding each branch of the family with clarity and care.

Freedom Focus – We help you simplify, organize and take control, so you can move through life freely and confidently.