Products and services. Aligned with your priorities.
No matter what your financial goals, achieving them requires preparation. We’ll start with a one-on-one conversation to determine where you are on your financial journey today, and what your goals are for the future. Step by step, we’ll work together to help you navigate to the top of your personal financial pyramid. It’s important to meet annually (or more frequently depending on your situation) to review goals, and any changes in your life and in the financial markets. I look forward to helping you make wise money choices and providing you with opportunities to live generously in ways that are important to you. I enjoy conducting workshops to keep my clients and community up-to-date on important financial topics. Check this website for news on my next seminar – I hope you will join us!
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.
