Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Nona Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Nona Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2021