Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Financial Planning for Small Business
  • Investment Management
  • Intergenerational Planning
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Charitable Giving Strategies

Awards & recognition

  • VisionaryWealth, Ameriprise Client Experience Award, 2020- 2021- 2022- 2023- 2024 - 2025
  • Gregory Farber, Ameriprise Circle of Success, 2018- 2019- 2020- 2021- 2022- 2023- 2024- 2025
  • Gregory Farber, Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Volunteering at the St. Helen's Outreach Food Pantry 2024
Volunteering at the St. Helen's Outreach Food Pantry 2024

Honored to receive recognition

All of us at VisionaryWealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire VisionaryWealth team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

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