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

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Small Business

Community participation

Some of our teammates, Laura and Nathan, having fun volunteering at the registration table!
Some of our teammates, Laura and Nathan, having fun volunteering at the registration table!

We have a heart for giving back to our community. Here are the following organizations that we actively support:

  • Alzheimer's Association
  • Mid-Cities Care Corps
  • The Pink Teal Luncheon
  • Big Brothers Big Sisters of America