Products and services. Aligned with your priorities.
My job is to help educate, equip, and empower you to live a life that reflects your needs, priorities, faith, and values. My goal is to get to know you on a personal level and understand what’s most important in your life. I want you to become more educated and less fearful about the future. Then I’ll help you establish a solid strategy and put it into action.
I’m trained to help you and your family navigate sensitive subjects that are nonetheless critical to address. These subjects may include legacy planning, preparing for changes in health, and income transitions following the death of a spouse. These conversations are important to have with those you care most about. I also have experience helping establish long-term care strategies to help lessen the physical, emotional and financial toll that care can take on families. Wherever you’re at in life, I’m here to listen, seek to understand and provide guidance to help you succeed.
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.
