Helping you grow more than wealth

Above all, I'm here to help.

I work in partnership with you to plan and build your financial future. To me, this means helping you:

Get organized.

I help my clients identify their financial life goals. I then gather all of your financial information and construct a wealth plan. This wealth plan is your roadmap to financial success.

Make informed decisions.

I believe financial decisions should be based on facts, not opinions. Too often emotions overwhelm rational investment decision making. The average investor for instance, underperforms the very investments he or she owns. I help our clients bridge this performance gap and overcome their behavioral biases.

Stay accountable.

I help you follow through on your financial commitments. Following the initial planning meeting we will continue to meet on a regular basis. After each financial review meeting you will know whether you’re on track to reach your goals or if adjustments need to be made.

Be proactive.

I work with you to anticipate your life transitions so that you can be financially prepared for them.

Obtain the financial education you need.

In order to make decisions with confidence it’s important to have a sufficient understanding of the matter at hand. When difficult financial decisions arise, I am here to provide the specific knowledge you need to proceed with confidence.

Proud to be a national award-winning advisor

I am very proud to be recognized as a recipient of the following awards:

  • Financial Planning's Top 40 Regional Brokers Under 40 - 2022
  • Forbes Top Next Gen Wealth Advisor - 2023, 2022 
  • Forbes Best-In-State Wealth Advisor - 2023

Patty, RJ, and Brigette

Learn more about us.

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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