Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


Get started

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Charitable Giving Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Financial Planning for 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, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Point To Point Wealth Planning, Ameriprise Client Experience Award, 2022-2024

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!