Holistic • Tax-Optimized • Financial Life Advice
Our team of financial professionals come from diverse backgrounds, providing insightful perspective key to the development of your purposeful financial plan – whether for you as an individual or for your business.
It is crucial that you have a good working relationship - trust, respect and open communication - with whomever you choose to be your financial advisor.
VP of Wealth Management & Senior Financial Advisor
EXPERIENCE: After working in my family-owned recruiting business for more than a decade, I decided to pursue my passion for financial services. I have spent the last decade plus consulting with owners and executives of...
“Most people don’t plan to fail, they fail to plan.”― John L. Beckley
Every client - every situation - deserves the best possible plan.
Coming together is the beginning. Keeping together is progress. Working together is success- Henry Ford.
Director of Retirement Plan Services & Financial Advisor
WHAT DO YOU LOVE MOST ABOUT YOUR WORK?After beginning my career in financial services, I realized the largest gap for most people was planning and saving for their retirement, so I decided to focus on employer-sponsored plans and have...
“Doubt kills more dreams than failure ever will” Suzy Kassem
Senior Wealth Management Assistant
“The desire of gold is not for gold. It is for the means of freedom and benefit.”
~Ralph Waldo Emerson~
Wealth Management Assistant
WHAT DO YOU LOVE MOST ABOUT YOUR WORK? I love being a support person to a team, doing data entry, utilizing technology applications and working with clients. WHAT HAS BEEN YOUR BIGGEST SUCCESS? Getting my P&C license with...
I love working with senior citizens to guide them through the alphabet soup of Medicare.