Team profile

What you can expect when you work with us

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.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Insurance
  • Financial Strategies for LGBTQ Couples and Families

Awards & recognition

  • Point To Point Wealth Planning, Ameriprise Client Experience Award, 2022-2023
  • Point To Point Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Our team is proud to work with many local organizations, such as Reach Riverside
Our team is proud to work with many local organizations, such as Reach Riverside

Community is one of our 6 core values at Point To Point Wealth Planning. Not only are all the team members involved in giving back, we love to get our clients involved as well. Every year we host a Thanksgiving food drive and Toy & Coat drive for Reach Riverside. And we sponsor and help run the Festival of Trees for Delaware Hospice. Please join us!

Point to Point Wealth Planning Mission Statement

Improving lives through collaboration to forge your future with purpose.