Our Team

After 30 years working at big Wall Street banks, we founded Shearwater Creek Wealth Advisors in October, 2016 with a simple focus on helping our clients make smart decisions on how to protect, grow and eventually transfer their legacy to future generations. Over the years, we have been fortunate to work with wonderful clients who have helped us grow into a leading independent wealth management company.

Giving Back

Shearwater Creek Wealth Advisors is committed to supporting, conserving and improving the world around us especially in the areas of health, education, youth development and the environment.