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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Saving for Education
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies

Community participation

Our team enjoyed an evening of fundraising for the Marshall County Neighborhood Center.
Our team enjoyed an evening of fundraising for the Marshall County Neighborhood Center.