Who we serve:
We help a select group of families manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, entrepreneurs, business professionals and pre/post-retirees who have all accumulated assets, yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence or leave a lasting legacy to serve future generations.

What we provide:
a. Solutions-focused advice and excellent service
b. Personalized financial strategies
c. A process to help organize, build, protect and transfer your wealth

What we look for in our clients:
a. Goals driven
b. Serious, long-term investor
c. Responsive and willing to follow through on our advice

Our Philosophy:
A one-size-fits-all approach may be fine for some investors, but we believe investments and advice should be tailored to your needs and not generically based on guidelines for someone your age or at your stage in life. Strategies are created through a collaborative approach and by partnering with our clients. All clients in the branch will be taken through a process to assess and educate on a wide array of topics including:

- Retirement and Income Planning
- Estate Strategies
- Risk Assessment (What-if scenarios)
- Charitable Giving
- Education Planning

Why me?
I take pride in trying to provide my clients with the best service available. This has led me to earn the professional designations of CFP®, AAMS® and CRPS®. I use the knowledge I have acquired from these courses to have comprehensive conversations with clients regarding subjects they are unlikely to have reviewed previously.

If you value exceptional service, education and a personal one-on-one relationship that will be long lasting, then please give us a call to schedule an appointment. Angela and I look forward to getting to know you and seeing if we can make a difference in the lives of you and your family.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Football
  • Golfing
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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