Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, 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 more confident, connected and always in control of your financial life.

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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

Awards & recognition

  • Seacoast Financial Planning, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Honored to be recognized in Forbes

We’ve got some exciting news to share: Seacoast Financial Planning has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. We couldn’t be prouder, as this achievement reflects our shared commitment to helping our clients feel confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.