Our team of fiduciary advisors believe in a holistic approach toward wealth planning. We are unified in our belief that approachable, dedicated, and resourceful service matters most. We recognize the uniqueness of each individual and his or her needs, because we too are unique in our approach and our presence. Everyone is in Pursuit of a dream.
As independent advisors affiliated with Kestra Financial, we are a team of enthusiastic women who put our clients’ needs first. We enjoy what we do and believe in our process for creating a complete plan tailored to each client’s fundamental needs, desires, and wishes. Our office space has been created with purpose to provide an atmosphere where we feel at home. As such, we can provide our clients and prospects with the same warmth and hospitality they would be treated with when visiting an old friend. We believe this all results in approachable advice without the stigmas associated with the financial service offices of the past.