The process we follow

Understanding what’s important to you

We encourage you to go through our wealth planning process because it will help identify your goals, concerns and expectations which allows us to better serve you.

Implementing your plan

We will follow up with you regarding plan recommendations and tailor a portfolio for your specific needs.

Review your accounts

We watch the markets, investments and your accounts and will make changes or recommendations when warranted. 

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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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 Strategist


Trust Consultant