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

  • Business Retirement Plans
  • Investment Management
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Small Business
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Charitable Giving