We're fun, professional, and results-focused.

Comprehensive Wealth Management is multifaceted and can be overwhelming. We believe an office of one professional advisor and an assistant cannot handle the complexity of today’s financial world. It requires specialized expertise in several areas of wealth planning.

We have assembled an entire family of local professionals to provide an effective client experience. All of our team members are passionate about taking a very hands-on approach to serving your family. As you advance through our wealth advisory process, we will engage our entire professional network to begin working together on advanced planning issues such as complex tax reduction, wealth transfer, family protection, and estate & legacy planning.

In addition, we have a nationwide network of wealth advisor partners that we collaborate with on investment portfolio research and allocation decisions, along with best practices to serve our clients.

Certified Wealth Strategist, Wealth Advisor – Lead, AIF, CEP, PPC, ChFEBC, RFC

Director of Operations

Wealth Advisor – Client Support

Wealth Advisor – Client Support

Wealth Advisor – Client Support

Client Experience Coordinator

Communications Coordinator

Client Support Coordinator

Chief Comfort Officer

Meet Our Wealth Advisor Partners

Newsletter Form (#8)

Wisdom 2 Wealth Insights


Gain valuable information when you subscribe to our communications, including our weekly Wisdom 2 Wealth insights featuring financial topics, feel good stories, our Wisdom 2 Wealth video collection, upcoming events and more.