Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Strategic Alliances



Cornerstone Wealth Services is a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. For more information about Cornerstone Wealth Services, please visit www.cornerstonewealthservices.com.



We are affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer* that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. To learn more about LPL Financial, please visit www.lpl.com.

*As reported by Financial Planning magazine, 1996-2022, based on total revenue.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.