Meet Our Team of
Financial Professionals

A truly collaborative team of financial advisors, financial planners, and investment specialists, we’re adept in helping you tackle a broad range of needs — from retirement income, education, estate, tax, and insurance planning to the efficient management of tax-smart investment portfolios. The most talented team is not enough for our high standards. We are mindful of providing attentive service: we purposefully monitor our staff-to-client ratio, allowing us to give each client the dedicated attention and service they deserve.

Additionally, the Commonwealth Financial Network^®  Investment Research and Advanced Planning teams consist of more than 50 professionals with the CFA^®, CFP^®, ChFC^®, or JD certification/designation. These experts act as an extension of our own team; supporting us in delivering tailored guidance. Working together collectively, we’ll help ensure that even the smallest details of your financial life are properly addressed.