Team profile

Our Approach

At Silver Lining Wealth Advisors we are passionate about empowering you and your family to pursue your financial goals. Our practice's goal is to prepare you for the certainty of uncertainty through a customized roadmap that aims to be realistic, actionable and measurable; focused to improve one thing: your return on life.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Awards & recognition

  • Silver Lining Wealth Advisors, Ameriprise Client Experience Award, 2021-2022

Community participation

  • Phoenix Children's Hospital
  • Leukemia & Lymphoma Society
  • Fresh Start Women's Foundation
  • Hospice of the Valley
  • The Tommy Nunez Foundation
  • The Clearwater Free Clinic