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.


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Areas of focus

  • Tax Planning Strategies
  • Financial Planning for Small Business
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Employee Stock Options
  • Saving for Education
  • Domestic Partner Planning

Awards & recognition

  • Reveal Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
  • Reveal Wealth Strategies, Ameriprise Client Experience Award, 2021-2024
  • Rashonner Lillie, Forbes Best-in-State Women Wealth Advisors, 2023-2025
  • Crawford Mickey McGill, Ameriprise Circle of Success, 2013-2017, 2019-2025
  • Rashonner Lillie, Ameriprise Circle of Success, 2023

Community participation