The Team

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Staff

Karen Butzman

Karen Butzman

Office Manager

Corazon Diamzon De Jesus

Corazon Diamzon De Jesus

Client Service Coordinator

Luke Chapple

Luke Chapple

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