About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Qualify
Hello- nice to meet you! We start every new client relationship with an introduction meeting. This is a great time of getting to know each other, asking questions, and allows both sides to feel comfortable moving forward.
Discover
Together, we discover and define where you're at and where you'd like to go. We'll gain a complete understanding of exactly what you want your plan to accomplish. We develop a clear investment strategy for you utilizing our Envision process.
Develop
A key strength of your customized strategy and a core principle of our Envision process is the continued monitoring of your plan. When you request periodic reviews, we can help ensure your plan remains in alignment with your goals- even as your goals change over time.
Execute
We put your strategy to work for you. We handle the paperwork and establish any necessary new accounts. You will be fully equipped with online access instructions and a customized Family Wealth Advantage binder to organize important information.
Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Our Location
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.