Our practice takes great pride in serving a select group of individuals, families and travel enthusiasts who are primarily concerned with transitioning into their ideal retirement lifestyle within 10 years.

The clients we partner with typically envision fully, or partly, stepping away from their career/business in the near future to enjoy life on their terms. Our established process helps you approach your next chapter with anticipation, ensures you have a design for your income after the paychecks stop and embraces the fact that a true financial strategy goes beyond just the financial aspects, encompassing what is most important to your overall well-being – Health, Family, Purpose, and lastly, Finances. We never lose sight of these 4 Pillars.

The impact of a relationship with a trusted financial advisor is personal to me. Like many, my parents didn't develop a strategy around their finances and were unprepared when circumstances changed, leaving them vulnerable and anxious for the future. Seeing this firsthand, I felt there had to be a better way, and began my journey into helping others to prepare for their own financial future.

Cara Sandrowski, Senior Branch Office Administrator, partners with me to build personal relationships with our clients to serve them comprehensively. Our shared belief is that good service is not enough. We strive to provide exceptional care and, as such, are intentional about who we work with, and how we deliver an experience for our clients that is second to none.

In my personal time, I enjoy getting outdoors. Travel is a passion for my family, and as a craft brew lover, I enjoy discovering independent breweries all over. Being active in our community is important. Having served as director of the Hanson Business Network, president of the Kiwanis Club and president of Sigma Pi, I'm grateful to have worked alongside so many other talented leaders.

We believe it’s important to invest time to understand you and what you envision before investing your dollars. My clients and I embrace that we are working together in partnership with strategies personalized to fit their needs for the present and future.

If this sounds like you, let's invest some time together!

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Sports Enthusiast
  • Active Lifestyle
  • Hiking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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