Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving

Community participation

DI Versity: Plastic Lids Change Lives
DI Versity: Plastic Lids Change Lives

We are a proud community partner of DI Versity: Plastic Lids Change Lives! Our offices are drop-off locations and we pack & ship all of the collected plastic lids to Mexico where they are recycled and the funds provide chemotherapy treatment to children.