Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Saving for Education

Community participation

  • For the Love of Children
  • Habitat for Humanity
  • House of Bread Gospel Mission of Dayton
  • St. Vincent DePaul