Our Team

"I have always had a passion for education. I was a teacher and school administrator before moving into the wealth management field. I enjoy sharing my knowledge with clients and helping them become and stay financially independent."

"I approach my relationship with my clients not only as their advisor, but also as their strategic partner. Helping them manage their investments and finances allows them to spend more time focusing on what matters most to them in their lives."

"Many people have financial challenges they don’t fully understand. I enjoy identifying and addressing potential pitfalls with my clients. Offering solutions is my greatest reward."

"I believe that maintaining long term relationships is essential to being a valued financial advisor. Working with my clients to develop a game plan and then helping them turn their goals into reality is what keeps the advising relationship strong."

“Realizing the tremendous value that financial planning provides, I’m passionate about helping clients navigate important questions and concerns in various stages of their lives.”

"I enjoy the challenge of researching and analyzing economic indicators for the Portfolio Management committee. I take pride in my role of supporting the team to help make educated decisions on prudent investments."

"It's refreshing to work for a firm that takes client service so seriously. I love being able to work with our clients on an ongoing basis and handle their everyday needs."

“Helping to support the advisors at StrategicPoint has shown me the value our firm provides. I’m excited to be part of the team and will continue to improve upon the level of service we deliver to clients.”

“Working for StrategicPoint has shown me that a financial firm can go beyond providing financial advice to effectively care for its clients. Focusing on the holistic needs of our clients and providing beneficial education and amenities helps to set us apart from other advisors.”