Meet the Team
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.
Bob brings more than 30 years of experience to financial planning, insurance and wealth management. Bob is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Chartered Life Underwriter® , and Chartered...
Sean brings more than 6 years of experience in financial planning, insurance and wealth management to his clients as a financial planner. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter, CLU.
Patrick is the newest member of the team. Joining amidst the chaotic 2020, Patrick holds multiple securities registrations including FINRA Series 7 held through LPL Financial and Series 66 held through Sequoia Wealth Management
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.