Broker Check

Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

<strong>What is the #1 Concern About Retirement?</strong>

What is the #1 Concern About Retirement?

"Will I outlive my money?" is the most common question we hear from retirement-minded investors.

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<strong>Meet the Team</strong>

Meet the Team

Learn more about each team member’s background and strengths which help them earn “most trusted” status with our clients.

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<strong>Services</strong>

Services

Whether your wealth is valued at $10,000 or $100,000, it is important that you are taking steps to actively address the issues that managing wealth presents.

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<strong>Firm Profile</strong>

Firm Profile

We take a proactive role in helping our clients pursue valued personal and financial goals by providing superior service and guidance unique to each client’s needs, priorities and opportunities.

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Download Our Free App

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We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.

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<b>Who is Avantax?</b>

Who is Avantax?

Since its inception in 1983, Avantax supports an independent network of tax and non-tax professionals who provide comprehensive financial services solutions, including securities, insurance, money management services and banking solutions.

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<b>Avantax Access Online</b>

Avantax Access Online

Log in to your Avantax account.

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<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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