Team Members

I have been working in the financial services industry for over 20 years and love the field. It’s a great feeling to open new possibilities to those who are worried about their financial future. Currently, I live in Penn...

I have been working in the finance industry over 30 years. During this time, I’ve also enjoyed serving several non-profits in the community. I have served as President of the Northland Public Library Foundation;...

My career in finance began in 1992 and has provided me with decades of invaluable experience in financial planning for individuals, families, and businesses. I’ve navigated the ups and downs of the economy over the years...

My approach to advising is rooted in a holistic financial planning process and the belief that every client should have a plan and recommendations that are tailored to their situation and comfort level.

I have been working in the financial services industry since 2017. The most rewarding part of my career is developing relationships with the individuals, families and businesses I serve. My clients range from young professionals and...