Wealth management approach

We believe our clients deserve and have the right to receive competent guidance in the crafting, implementing and reviewiing of their financial and life-planning strategy. By leading our clients through a disciplined process that emphasizes education, goal identification and continuous communication, we can substantially increase the probability of success. We look forward to an enduring relationship with our clients built on mutual trust and respect, neither of which happens immediately or by accident. Our wealth management approach incorporates five important steps that we believe form the solid foundation on which we can build a life-long plan and are essential for proper planning. These steps include:
  1. Gather the financial data/life issues.
  2. Help you to set specific goals and objectives in conjunction with risk tolerance, time horizon, and necessary returns.
  3. Assist you in developing a plan with specific wealth management recommendations.
  4. Work with you to implement the recommendations from the plan.
  5. Review the plan.

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.


Trust Consultant


Echelon Wealth Strategist