Are you settling?

Traditional wealth planning often refers to events or situations that need to be fixed or solved. You may be anticipating or going through a transition where additional guidance is crucial.

And there are many experienced professionals that will assist you in the planning for that event. You may hear, “You are going to be fine.”

Plans are created and investments designed with the goal becoming resolved.

You feel fine to move forward.

Why settle for fine when you can flourish?

Flourish: meaning to prosper, to render successful, to grow strong and healthy.

It’s the impact created as we help our clients align their wealth with their why.

It’s the harmony they achieve moving from Fix to Fine to Flourish.

It’s the life we wish for our clients and seek for ourselves.

Who we are

We are successful, high-achieving women who understand that a life’s worth is about more than net worth.

We, too, want a life filled with joy, presence, and purpose, and know what it’s like to work hard while balancing responsibilities and passions outside the workplace.

With our advisory team you get knowledgeable and supportive wealth management experts deeply committed to understanding that your financial needs and aspirations are defined by much more than a balance sheet.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Meet the team

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Consultant


Wealth Planning Associate


Wealth Management Consultant


Wealth Strategist


Insurance and Annuity Consultant


Trust Consultant

Tune into Erica's podcast

Listen, subscribe, refer, and learn more about A Strong Woman for Strong Women Podcast HERE. Erica's podcast is also available on all major streaming services.