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 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

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