From growing up on a family farm, launching my first enterprise in high school and developing a financial services business, I understand the dynamic needs, unique financial challenges and complex considerations you face. These extend well beyond typical investment management. I recognize that you've made personal sacrifices to get where you are so it's not just about the numbers. It's about you, your values, your lifestyle and your family or business dynamics that create your financial picture.

We strive to make a difference in our clients' lives by listening closely to understand what is uniquely important to them. I bring integrity to creating, implementing, monitoring and adjusting each person's financial strategy. I am proactive and will partner with you to navigate life's opportunities and inherent risks. In order to provide comprehensive advice, I collaborate with accountants, attorneys and trusted professionals to ensure that financial decisions are thoughtfully considered and carried out seamlessly.

I am supported by a seasoned team who are proud that when you call our office, you receive immediate, personalized service rather than a phone tree. They ensure that your time with our office is meaningful and productive. All of us are hands-on in doing what's best for our clients and dedicated to going the extra mile, especially during significant life events.

I believe our impact can reach far beyond helping families build, protect and transfer wealth. Our vision is to make a meaningful difference in the lives of others, including those of lesser means. To support our charitable giving, a portion of my income is directed to the Lundy Legacy Foundation on behalf of our clients.

As a compassionate advisor, I encourage you to make timely decisions, challenge you to think about the future and care about every detail. You've worked hard and owe it to yourself to have the right financial team in place for you and your family.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Volunteering
  • Farming
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More