Wealth management approach

Our Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. Our process includes:

Understanding your financial objectives - The foundation to developing an effective plan that is appropriate for you and your family begins with listening to and understanding your goals and financial objectives.

Evaluating your current financial information - We take care to gather and discuss important information that allows us to best understand your current and future desires.

Developing a strategy unique to your personal situation - Our decades of investment experience, using durable investment disciplines, lead us to the conclusion that reliable, time-tested strategies should be the cornerstone of our investment recommendations and portfolio management.

•  Providing timely, ongoing service - We actively monitor and review your progress to help ensure your financial goals and objectives are being met.

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.


Senior Vice President, Director of Portfolio Advisory Group


Director of Wealth Strategies