Strategic products and services. Aligned with your priorities.
Investments. Insurance. Banking. There are many financial products and services to consider. I understand how crucial it is to choose those that best address what matters most to you. Therefore I ask about and listen to your needs, values, passions, dreams, and desires so that I can craft a strategic solution that will provide clarity about where you're at — and confidence about where you're headed.
My Favorite Services to Provide:
- Helping Strategize on how to put your financial plan on track.
- Consulting on Employee Benefits and helping you attract and retain great talent to grow your business with group insurance solutions such as health, dental, vision, life, and disability income insurance.
- Helping you live generously with TaxWise solutions that fit your goals and values.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
