Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Business Retirement Plans
  • Divorce Financial Planning
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Family Finances
  • Women's Financial Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Social Security Retirement Benefits
  • Insurance
  • Small Business
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Community participation