My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:

  • Understanding Your Financial Objectives
  • Gathering Your Current Financial Information
  • Developing Smart, Time-Tested Strategies
  • Implementing Thoughtful and Creative Solutions
  • Providing Timely, Ongoing Service

Wealth management professionals

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.

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Trust Consultant


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Divisional Retirement Consultant


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Wealth Management Consultant


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Director of Wealth Strategies