Wealth Strategies Partner

Our Team

Wealth Strategies Partners

When you work with us, you work with a Certified Financial Planner™ professional – a certification all our practice’s principles have achieved. Our team of experienced industry professionals have completed extensive training and experience requirements to make the best possible recommendations for you. 

We understand that each client is different; we get to know on a personal level. They are family. Our tight-knit, dedicated wealth management team caters to the specific needs of our clients and works toward keeping your financial house in order.

Learn more about our team members below. We invite you to get in touch with us directly via the contact information on our individual pages.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

Wealth Strategies Partner
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Our Investment Philosophy

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Our Process

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