Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Plan Distribution
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Awards & recognition

  • Jeffrey Jacoby, Ameriprise Circle of Success, 2023-2025
  • Jeffrey Jacoby, Forbes Best-in-State Wealth Advisors, 2025-2026