Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Kathleen is an independent Certified Financial Planner/Financial Advisor who has provided comprehensive goals-based financial advice for over twenty years. Her clients consist of individuals, multi-generational families and small...
Campbell has spent his career in the financial services industry as a consultant to institutional clients helping them grow and expand their businesses while representing some of the largest global asset management firms. As a Senior...