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Meet the Team

Knowledgeable, Trustworthy, Experienced, Strategic Planning Experts

We provide a personalized experience and build relationships with a team approach. We are the trustworthy advisor you want in your corner. 

​Our Team​    ​Let's Talk​


Get regular updates on the crisis, as well as guidance for your personal and financial well-being.

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Wealth Management Services

Strategic Planning

Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.

 

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Retirement Planning

Economic Analysis

We help you put a successful plan into place during the wealth-building life span and address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.

 

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Market Update

Stock Market Analysis

Quarterly market update co-authored by Brad McMillan, managing principal, chief investment officer, and Sam Millette, senior investment research analyst, at Commonwealth Financial Network.