Broker Check

OUR MISSION IS TO HELP BUSY FAMILIES, BUSINESS OWNERS, AND PROFESSIONALS ORGANIZE THEIR FINANCIAL ASSETS, PROTECT WHAT IS IMPORTANT, AND REDUCE COSTS AND TAXES IN ORDER TO CREATE MAXIMUM EFFICIENCY TO BUILD LONG-LASTING WEALTH AND LEGACY.

The Empowered Financial Strategies Difference 

Valuing process over products, we operate at the highest level of empathy, integrity, and fiduciary responsibility. Our licenses and designations allow us to work with clients in both insurance-related products and investment vehicles.

Our mission is to effect positive change in our client’s financial lives. We do this by partnering with clients who are open to new ideas and looking for a financial coach who provides value, time, and attention to detail with each personally designed financial model.

We believe in making ourselves available to our clients at all stages of the financial process. We demonstrate this commitment by providing follow-up meetings, check-ins, and semi-annual and annual reviews. At our financial firm, education, training, and work ethic are critical; however, we also value warmth, humor, and empathy because we want to have genuine, lifetime relationships with each of our clients.

We welcome the opportunity to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our Journey

Our Journey

Years of experience have prepared us to guide you through your life transitions.

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