Expert Financial and Investment Planning Tailored for You

Wealth Advisor — David joined the financial advising world in 2020 after a 6-year career in non-profit. Very soon into his advising career he specialized in retirement planning, both personal and 401(k) plans. He has also gained a wealth of knowledge through training and testing to expand his offering in the personal wealth management and business planning fields.

David’s business studies and non-profit work, along with his broad scope of management and networking skills, have created a solid foundation for his career in financial services and development of client relationships.

Financial Advisor — For 30 years, Jeff has been an investment professional specializing in 401(k) plans. His extensive knowledge and experience pertaining to Qualified Plans includes keeping abreast of regulatory, compliance and fiduciary requirements.

Jeff provides support to create detailed plan documentation and files, researches specific investment portfolios to ascertain the most suitable match for each company, and works with third-party administrators.

LPL Investment Executive — As an investment professional for over 30 years, Katherine’s extensive financial background has enabled her to provide financial strategies to a broad client base as well as multigenerational estates.

Katherine works with plan sponsors to develop strategic portfolio selections for both Qualified and Non-Qualified Plans. She assists with creating the necessary plan diversification for each individual to accommodate their specific needs.