Team profile


Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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