Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Awards & recognition

  • Sylvan Capital Advisors, Ameriprise Client Experience Award, 2022
  • Sylvan Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2024-2026
  • Lon Jury, Barron's Top 1,200 Financial Advisors, 2019-2025
  • Lon Jury, Forbes Best-in-State Wealth Advisors, 2019-2025
  • Lon Jury, AdvisorHub Advisors to Watch (over $1Bil), 2025
  • Lon Jury, AdvisorHub Advisors to Watch (under $1Bil), 2024
  • Lon Jury, Ameriprise Circle of Success Chairman's Advisory Council, 2019-2024
  • Lon Jury, Ameriprise Circle of Success, 2013-2022
  • Lon Jury, Ameriprise Circle of Success Hall of Fame, 2024
  • Lon Jury, AdvisorHub Fast Growing Advisors to Watch, 2023

Community participation

Our team is involved in many different activities within our communities. From coaching youth sports and being Scout leaders to organizing walks for non-profits, we are committed to volunteering our time as generously as possible.