We’re not your typical financial firm.
Most advisors just manage investments - we actually run point on your entire financial life and serve as a one stop shop that brings together all of your professional and personal financial decisions.
Think of us as the quarterback of your financial team. We coordinate one message across all the key stakeholders guiding your financial life - including your accountant and attorney – ensuring we are all implementing the same game plan.
Instead of getting three different opinions, you get one clear, coordinated strategy for your estate planning, tax planning risk management, investment management, cash flow, insurance and overall financial goal planning. Our clients love it because it saves them stress, time, and often a lot of money.
As CEO and Chief Planner, I work directly with clients in areas like:
- Business consulting & continuity planning
- Reducing and minimizing taxes
- Generational wealth and legacy planning
- Retirement planning
- Full-scope wealth & investment management
My goal is simple: take the worry, confusion, and uncertainty off your plate so you can focus on the life you’re building with confidence and peace of mind. I take pride in being there for our clients through every major milestone, challenge, and opportunity.
"Honest. Dependable. Consistent."
"Those words are the first thing I see when I step into our office every day. They remind me, and our staff, of what I want Strategic Financial to be for our clients. I want us to deliver consistent results to our clients, but we should always be honest about the risks involved in any wealth management strategy. Above all, I want our clients to be able to depend on us to help build and protect their wealth for generations to come."
