Putting
people first.
Get to know our leadership team
Leadership at the Farmington office is dedicated to doing good for our clients, employees and community.
We aim to help our clients take control of their financial lives. We evaluate, we educate, & we help you not procrastinate. We believe that first you must protect before you can grow, & that simple intentionality can lead us all to BE MORE!
For over 10 years now, I have been helping clients create long lasting, comprehensive financial plans. Working closely with business owners and physicians in the past, I have developed the resources needed to manage wealth while mitigating risk and saving tax efficiently. My team and I strive to create long lasting...
For over 10 years now, I have been helping clients create long lasting, comprehensive financial plans. Working closely with business owners and physicians in the past, I have developed the resources needed to manage wealth while mitigating risk and saving tax efficiently. My team and I strive to create long lasting relationships with our clients while we navigate your financial security together.
