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.

Areas of focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance

Community participation

Our second annual Community Shred Event was a success! It was a great time meeting our neighbors and providing this free service. We had a line around the lot before the truck arrived and over 120 families took advantage!

Honored to be recognized by Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2022 Best-in-State Wealth Advisors list. I am honored and would like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!