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.
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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.
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.
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.