Team profile

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Investment Management
  • Business Retirement Plans
  • Family Finances
  • Insurance
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Small Business
  • Charitable Giving
  • Tax Planning Strategies
  • Investments

Community participation

Wealth Management Solutions - Community participation photo

Our team believes that a strong community is built on particpation. We encourage community involvement through service clubs, charities, non-profits and volunteer work. Each of our office locations has dedicated their time and effort towards different community organizations they are passionate about.