Products and services. Aligned with your priorities.
Getting started is easy and meeting with me will be your first step. Our initial meeting is an opportunity to get to know each other and align to your individual needs, values and circumstances.
My services are advice centered. I will partner with you and advocate for you throughout your financial journey. I provide financial advice that evolves as your needs and goals change. I will speak to you in real language that you understand. My goal is to educate you so you feel confident about your finances.
Services available:
- Fee based planning relationship; ongoing or one-time arrangements are available
- Advice on specific products, and/or review of your existing investments and life insurance
- Wealth Management advisory services
- Advice relationships for the aspiring stock and options trader
- *Educational financial workshops scheduled for your workplace or organization
*Most Educational workshops are done free of charge; no goods or services are sold during these events.
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.
