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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Small Business

Awards & recognition

  • Bret Glover, Forbes Best-in-State Wealth Advisors, 2023
  • Monika Reyes, Forbes Best-in-State Women Wealth Advisors, 2023
  • Cody O'Keefe, Forbes Best-in-State Next-Generation Wealth Advisors, 2023

Community participation

We are proud to support local non-profit organizations and foundations. We currently are involved with and/or sponsor the following: