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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Pre-Retiree
Major Milestones I Specialize In
End of Life and Legacy Planning
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Tower Trust & Investment Company, we believe our greatest differentiator is our commitment to putting our clients first. As a fiduciary, we are legally obligated to act in your best interests, ensuring that every recommendation and decision is aligned with your financial goals rather than commissions or sales incentives. We combine this fiduciary standard with highly personalized service, stable ownership, and a team whose collective experience exceeds 150 years in the financial industry. We take a comprehensive approach to wealth management, helping clients navigate every stage of their financial journey, from building and preserving wealth to trust administration, estate settlement, and legacy planning. Unlike many larger institutions, our investment management and trust services are managed locally, giving clients direct access to experienced professionals who know them personally and understand their long-term objectives. This combination of expertise, accessibility, continuity, and relationship-driven service allows us to deliver a level of care and trust that sets us apart.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.