Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

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

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023

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.