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

Awards & recognition

  • Seacoast Financial Planning, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2026

Community participation

Honored to be recognized in Forbes

We’ve got some exciting news to share: Seacoast Financial Planning has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. All of us at Seacoast Financial Planning couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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