Strategies Aligned With Your Priorities.
My strategy sessions are best for those with $250,000 with investable assets. Whether we do wealth management or financial planning, we look for solutions that provide clarity and confidence to your financial journey. Then we meet throughout the year to make sure your strategy matches with your values and resources.
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
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.
Our options help you balance performance and purpose.