Certified Financial Planner™ | Stewardship. Responsibility. Legacy.
Being an advisor is incredibly rewarding because our team gets to help our clients turn their dreams into “done!” Together,
we create a strategy that frees our clients to enjoy today while achieving their ideal future.
Bringing clarity of purpose, financial security and serenity into our clients’ lives enables them to achieve their goals
with confidence.
It is a great partnership. Our role is to create an environment of trust for our clients, encouraging them to share what
matters most. We then apply our decades of financial expertise to their plans, thoughtfully holding them accountable
to achieving their goals. They know that we’ve “got their backs.”
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Retired Executives or Executives Nearing Retirement
Retirement is meant to be about freedom and peace. Traditional rules of thumb simply don’t cut it in an ever-changing,
complex market place. Let us help you develop a plan that centers around enabling you to live the retirement
you’ve always dreamed.
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Privately-Held & Family-Owned Businesses
Protecting your family, business, partners, employees and your legacy all at once can seem a bit daunting. Let
our team help you create clarity around your vision and a strategic plan to drive results in your business.
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Real Estate Development Professionals
Managing all your partial ownership rights, understanding the tax & planning implications of your holdings,
and taking advantage of the unique planning opportunities achievable only to professionals like you can be a
lot to navigate. Let us provide clarity and insight in your planning that will allow you to achieve your goals.
We are able to serve our clients well because of our dedicated, educated and capable team. We hope you get a chance to meet
each one of them soon.
On my Playlist: As a mom to a 2 year old – we listen to LOTS of “Silly Songs with Larry” and “Wheels on
the Bus” is usually on repeat.
Most impactful read: Love the Bible and read it daily! Otherwise – anything by CS Lewis has had a tremendous
impact on me personally, and John Maxwell’s books have transformed me professionally.
Passion & Charitable Service: Haiti has my heart, but I also love serving by tutoring Math at Sterling
Elementary, at my church Forest Hill and with the local women’s ministry Cities For Life.
Advice to her younger self: Become a great listener early. This world has plenty of talkers – listening
is what separates you from the pack.
Super power: Being able to fall asleep anywhere anytime
Most likely to: clap at an inappropriate time/alone when I think someone has done a great job.
