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Our Team

How We Work

How We Work

As a holistic financial planning practice, we bring two sets of professional expertise to our relationship with you:

  • As a financial professional, I use my expertise and experience to identify, understand, and evaluate your current circumstances. Using industry-leading tools and consulting with other experts, I develop recommendations that best fit your life both now and into the future.
  • As the team leader, I coordinate your other professionals—Attorney, CPA, Banker—to ensure all aspects of your plan are covered.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team