As a Wealth Management Advisor, I lead a team of planning professionals dedicated to helping families grow, preserve and transfer their wealth through thoughtful planning. This terrific team of specialists includes a Planning Consultant, a Regional Planning Consultant, an Investment Manager, and ...more

As a Wealth Management Advisor, I lead a team of planning professionals dedicated to helping families grow, preserve and transfer their wealth through thoughtful planning. This terrific team of specialists includes a Planning Consultant, a Regional Planning Consultant, an Investment Manager, and an Advanced Planner, all dedicated to developing and implementing strategies that reflect the generational goals of the families we support.less