I am passionate about helping others achieve their financial goals. I believe money is a tool to accomplish what is most important to you. We focus on planning for retirement, creating a steady income stream in retirement, managing sizable portfolios, saving on taxes, setting up employee retirement benefits and creating an exit strategy for your businesses. Many times, our conversations with prospective clients begin with a simple question: Am I doing what I need to be doing, or is there a better way? We all have thoughts about our future, and our team excels at discovering what is important to you and helping you stay on track throughout your life.

What makes our team different? We take the time to truly understand you and what is most important to you. We invest our time to understand and create customized strategies just for you, so your vision becomes reality.

My team consists of two knowledgeable and detail-oriented assistants – Brenda and Megan. Between the two of them, they have over 30 years of service in the financial industry. The three of us create the experience that you expect.

I am accepting a limited number of new clients and I welcome the opportunity to work with you. Our team is more than capable to help you accomplish the most important things to you through holistic strategizing.

In order to start the process, simply call or email us. After providing documents outlining your current financial picture, we will then set up a time to visit about why you are looking for a financial advisor. After our initial meeting, if we aren’t the right fit, we will refer you to the financial advisor that you should consider. If we are a fit, we will then outline next steps.

If you’re thinking about making a change from your current advisor or don’t have an advisor, I invite you to reach out to us.

Outside of the office, I enjoy spending time with my husband, Dale, and our twin boys, Max and Dutch, along with gourmet cooking, traveling and new experiences.

Our office has consistently been named as a recipient of several Forbes awards and is in the top 1% of the nation's client service experience.

I look forward to getting to know you and am honored to have the opportunity to help you achieve what is most important – your goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning

My Personal Interests

  • Baking
  • Cooking
  • Fishing
  • Gardening
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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