Our Process

Our process starts with thoughtful conversation and leads
to honest, straightforward financial guidance.

We start with a conversation. We strive to learn and understand what matters most to our clients, what they want to accomplish in life and with their finances, and why it all matters.

This may sound simple, but it’s not. Too often advisors move directly into the “objectives and risk tolerance” conversation before first appreciating the big picture, the vision behind the goals. Understanding the vision, identifying the values that need to be honored along the way, and identifying the goals that will move us together toward that vision is critical.

Conversation and thoughtful design is a specialty of ours because it’s what we’ve collectively spent decades refining. Whether we’re developing a financial strategy or portfolio allocation, determining the proper risk management balance, estate investment planning, retirement planning, business succession strategy or educational funding approach, it’s an area on which we’ve been focused for a long time for clients just like you.

Think beyond your lifetime if you want to
accomplish something truly worthwhile.

Our Services

Investment Management

Discretionary and consultative asset management utilizing a wide range of vehicles: individual equities and fixed income instruments, mutual funds and Exchange Traded Funds.

Retirement Planning

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Estate Investment

Coordinating with your estate planning attorney to review your will and trust, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential estate tax exposure and probate costs.

Risk Management**

Reviewing existing insurance policies and recommending alternatives where appropriate.

Access to Lending


For our clients who qualify, access to Wells Fargo Bank’s world-class Private Banking services.


*Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

***Offered through Wells Fargo affiliates

An investment in knowledge pays the best interest.

Our LifeSync® Process

At the core of everything we do is our LifeSync process. LifeSync and our eMoney Advisor planning tool provide us with a unique approach to advice and planning that syncs our clients’ financial objectives with their aspirations and values throughout the many phases of life. The objective is to empower us collectively to make informed financial decisions, big or small. LifeSync helps us answer questions such as

  • Can I fully fund
    my children's college eduction?
  • Can I buy a
    vacation home?
  • Can I preserve my assets
    for my family?
  • Should I pay for a large expense with
    cash vs. financing?
  • Am I on track for
    my retirement goals?
  • What are the tax outcomes of
    gifting to charity?

There are five stages in the LifeSync experience to help answer the questions most important to our clients:


Uncover what is important to you, guiding you through necessary questions that will help you reach your desired outcomes


Industry leading technology enables us to consider all aspects of your financial situation to provide a full-balance sheet plan that aligns with your values and evolves as your life, goals, and interests change.


Our deep subject matter expertise provides curated information, advice, and access to specialists and resources to help you make better, informed decisions and explore more options.


We will help you execute strategies and custom solutions to help make your goals your reality.


Your plan is not a one-time event.  As your life changes, we are here to work with you to adjust your plan.