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We’re passionate about helping people.

We all have goals and dreams. Whether you’re just starting out, nearing retirement or planning to leave a legacy to future generations, you have a clear idea of what you want your life to look like.

We want to help you get there. We want to provide the guidance, insight, support, communication and relationship you need to achieve all your goals. Because helping a client send a child to college, sell a business, walk a daughter down the aisle or retire early is unbelievably rewarding. To know you helped them accomplish something so important is the best feeling in the world. Yes, it’s our job. But it’s also our passion. And everyone should have a financial advisor who is passionate about seeing them succeed.

We’re here for you.

Not just our firm, but us, personally. When you work with us, you won’t be passed off to an administrative assistant. You work with us. And you not only get the full, undivided and always-available attention of one of the firm’s founding advisors, you get us both. We work in tandem on all accounts so if one of us isn’t available, the other one can provide the exact same level of informed, attentive and personal service you deserve.

We speak your language.

We believe financial management and planning should be clear, understandable and accessible. We’ll don’t talk over your head or use terms you don’t understand. We never want you to leave our office confused or uncertain. We simplify the conversation and make your plan actionable. So you always know what’s going on with your money, your plan and your future.

We’re your trusted guide.

Have a question about your retirement account? Call us. Need tax forms or other financial documents? Just let us know. Curious about an investment opportunity? We’re here. Whatever question, concern, need or input you have, we’re want to hear it. We like to say, “We’re your google now. If you have a question or need anything, you call us first.”

We can help anyone.

We work with clients at all stages of their lives and careers. We also work closely with small and mid-size businesses that need professional financial advice and assistance. We work with all different kinds of clients with all different kinds of needs. One characteristic most of them do share is that they are busy. And they need to know they have a committed, trusted and skilled advisor who can make sure their financial needs are met and their financial future is secure.

Powered by RFG Advisory

Through our partnership with RFG Advisory, a professionally managed hybrid Registered Investment Advisory (RIA), we’re able to put truly innovative resources to work for you.

Our relationship with RFG gives us access to a wide range of investment options so we can find the exact products and services for your needs. This gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in line with your financial goals.

We’re extremely proud of our relationship with RFG Advisory, which has been widely recognized by the financial services industry for its excellence and forward thinking and the power it gives us to serve you better and help you prepare for a rewarding financial future.

RFG Awards

  • WealthManagement.com Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Industry Era 10 Most Innovative CEOs of 2021
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • WealthManagement.com 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

Investment Options

Fidelity Charles Schwab

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