Products and services. Aligned with your priorities.
Our culture tells us that happiness is defined by what you have; I disagree. I believe in the pursuit of contentment by living generously. We execute our mission through relationship and advice about money. We serve wealthy clients and those with more humble beginnings, but the common belief among them is we that we have a moral responsibility to be good stewards with the blessings we have.
I will take time to understand your values. We'll identify what's most important to you and connect your vision to your finances. No two clients are alike, so we establish the scope of our professional relationship together at the forefront with full transparency. I want you to walk away with actionable steps to improve your life and those you care about. Take the next step and give me a call today.
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.
