Team profile

What you can expect when you work with us

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, starting with a conversation about key financial areas.

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, 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.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Christian Financial Strategies
  • Intergenerational Planning
  • Estate Planning Strategies