Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Family Finances
  • Small Business
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Investments
  • Employee Stock Options
  • Saving for Education

Awards & recognition

  • TruCairn Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • TruCairn Advisors, Ameriprise Client Experience Award, 2022

Community participation

TruCairn Team helping Hearts and Hammers with a local project!
TruCairn Team helping Hearts and Hammers with a local project!