Who We Serve:
Our vision is to inspire clients to achieve their financial dreams. We help medical professionals, corporate executives, business owners and families manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. We work toward this vision by helping clients prepare for what matters most, which begins with understanding their story.

What We Provide:
- Advice and guidance to help you achieve your goals
- Exceptional personal service
- Thought leadership
- Strategy to help you organize, build, protect and transfer your wealth
- We build a team around you by partnering with CPAs, estate planning attorneys and insurance specialists helping ensure all financial pieces align

What We Look for In Our Clients:
- Goals driven
- Serious, long-term investor
- Responsive and willing to follow through on our advice
- Great attitude

Our Philosophy:
We have a passion for helping people make their financial dreams become reality. A "one-size-fits-all" approach is not our style, as we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all of your financial goals. We then partner with you throughout your life to help make sure you stay on track.

Our Team:
Along with myself and our branch office admin, our team includes analysts, strategists, an investment policy committee and product review teams who are all dedicated to developing the research, advice and guidance we rely on.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • College Savings

My Personal Interests

  • Sports Enthusiast
  • Community Outreach
  • Traveling
  • Real Estate
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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