Team profile

What you can expect when you work with us

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.
Get started

Areas of focus

  • Family Finances
  • Small Business
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Wealth Partners, Barron’s Top 250 Private Wealth Management Teams, 2024-2025
  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Wealth Partners, Ameriprise Client Experience Award, 2020, 2022
  • Phil Wood, Forbes Best-in-State Wealth Advisors, 2019-2024

Honored to be recognized in Barron’s

All of us at Wealth Partners are proud to share that our team has been included on the 2025 Barron’s Top 250 Private Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.