Your financial needs and goals are uniquely your own. When investing or working with us, you'll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Why Invest With Us

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As a Financial Advisor, I am dedicated to helping my clients meet their financial needs.

Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

Meet Our Team

Put your future into focus today.

Working with Us

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

Time — to get to know you and what matters most to you and your loved ones
A personalized investment plan tailored to your unique life goals
Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

LifeSync®, our approach to support your financial needs

LifeSync helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you. It’s how we approach advice and planning. Our goal is to provide an experience that empowers you to help you make informed, confident decisions and adjust as your goals and life may change.

There are five stages in the LifeSync experience to help you answer questions most important to you — whatever your journey:

Step 1: Understand

We listen and ask questions to discover who and what is important to you. This helps you define your values, goals, and priorities.

Step 2: Plan

We can create a personalized plan to connect the pieces of your financial life using robust technology to simplify complex planning. Collaboration between you and our team is a key part of fine-tuning the plan to clarify goals and set the stage for the future.

Step 3: Propose

You will have choices to make. LifeSync helps you compare your options and make informed decisions with the help of “what if” scenarios.

Step 4: Implement

It’s time to put preparation into action. Your plan may include custom solutions and strategies to help you move the needle closer to achieving your goals.

Step 5: Revisit

As your life changes — as it inevitably will — LifeSync helps make it easier for you to adjust a plan through actively connecting with our team and access to mobile technology

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals.
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's. Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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