Products and services. Aligned with your priorities.
My financial practice is not one of pressure sales and fancy talk. Instead, you will find good tea and coffee, the best customer service in the area, and language and financial ideas that you can understand. This practice values people and their time and prides itself on exceptional guidance and follow up. We want to truly understand who you are and what your goals and hopes are for your future. I will then help you develop a top-notch strategy that best fits your individual picture. I specialize in family protection, wealth transfer and legacy, retirement strategies, and investing. My goal is to meet individuals and families where they are at and build from there. I also specialize in working with women as they are often the caregivers who answer the difficult questions and make so many final decisions. I provide the security and confidence to tackle any financial situation they may be faced with.
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.
