Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial
planning¹

Wealth
management

Estate planning
strategies

Risk
management

Why work with a financial professional

Employers already have a full time job...more like full time plus overtime. So when it comes to 401(k) plan management, I am here to educate retirement plan committee members on how to manage those various 401(k) tasks that get thrust upon corporate officers and staff – on top of an already strained workday! All of the disclosures, forms, and information surrounding 401(k)s can bewilder participants. I am 'on-call' and grateful to assist them. For your investments and insurance outside of 401(k)s, I will be there with you, helping you shift your strategy, update your portfolio, and leverage the right products to make smart choices for every chapter of your life.

I am here for you

To understand your situation, the most important work I do is getting to know who you are and what education, assistance, and disclosures you seek to act in your best interest when pursuing your financial goals. I listen, learn, and build on your existing assets and systems, respecting the choices you’ve already made.

Assisting with 401(k) Due Diligence

I help retirement plan fiduciaries educate themselves on their options by providing a marketing analysis and/or an investment provider search for 401(k) plans at least every 3 years to assess competitiveness in the marketplace in the areas of:
--fees,
--technology,
--platform flexibility,
--fund offerings,
--3(16) administrative scope of services,
--3(38) investment fiduciary offload options,
and overall service capabilities.

Committed to serving individual investors and plan participants

I engage with individual clients and plan participants quickly and routinely to answer questions, assist with forms processing, and educate on key investing concepts, such as asset allocation, risk tolerance, fees, best interest, and use of financial calculators.

Choosing the right financial professional for your 401(k) plan and wealth management needs

We understand how difficult it can be to plan for the future. That’s why you, your family or fellow retirement plan fidcuiaries will never feel like they are walking this path alone. Instead, I want to work with you, in a true collaboration, so your vision is combined with my experience in helping individuals systematically reach their goals.

The right financial strategy can make all the difference

I offer full-service wealth management and retirment plan education, committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners and am dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

My experience

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¹Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.