Journey Beyond Wealth
Get Organized | Gain Clarity | Live Intentionally
Better Discussions. Better Planning. Better Life.
We take time to understand what's most important to you
From Success to Significance
Make a lasting impact in the world
Live Your Best Life Now
Make plans today and avoid regret later
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand what's most important.
We understand each individual faces unique challenges in their financial lives. We take time to understand your concerns and what you value and craft a plan tailored to meet your financial goals and objectives.
"When your values are clear to you, making decisions becomes easier."
- Roy E. Disney
Years of experience have prepared us to guide you through life's journey.
We help ensure all the pieces of your financial world work together.
Time-tested and evidence-based. We build effective portfolios that fit your needs.
I have more than 20 years of experience. I have a master’s degree in personal financial planning. I have several designations after my name. That being said, these things do not define who I am...
I joined Andy to build a firm that is mission-driven, not profit-driven. A prior mentor of mine would say, “Always do what’s right, and everything else will work itself out.” That stuck with me and still guides me today...
For me, the pull to financial planning came from learning the material and emotional impact that being intentional with money can have on individuals and families. When I was in high school, I was selected to be a teen writer for a...