600 University Street
We are a team of highly skilled and experienced financial professionals with an unwavering commitment to act in your best interest. Each of us is dedicated to helping you take the right actions to create financial freedom. We do that in a way that is insightful, informative, and enjoyable.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw family members and friends struggling to find proper financial guidance. They wanted clear, comprehensive strategies delivered with transparency from educated and trustworthy experts. So, we got together to deliver just that: a team devoted to providing financial freedom, clarity, and confidence.
CERTIFIED FINANCIAL PLANNER™ professional
Financial Services Representative
Financial Advisor, Investment Advisor Representative
VP, Advanced Markets
VP, Risk Management
VP, Retirement Planning Solutions
VP, Worksite Benefits
VP, Financial Planning
*Licensed but not practicing