We Help Support our Community
We believe in being a part of our community and it is important to support those in and around it.
We Help Empower Your Financial Life
Community-focused investing for the socially conscious.
We Help Put The Pieces Together
We hone the pieces of your financial puzzle to fit your situation.
We Help You Discover The Life You Want
Spend less time worrying and more time enjoying what life has to offer.
Our team of professionals has developed The Aventurine Method. This time-tested and high-touch process focuses on individuals, families and business owners. Our goal is to help you put the pieces of your financial puzzle together so you can spend more time focusing on what matters to you.
We get these questions a lot, "How much do you cost?" or "What are your fees?". Click the link below to see our three transparent options and what you can expect when working with us and our process.
Financial Advisor & CEO
Client Services Manager
Risk Tolerance: What’s Your Style?
Tax Rules When Selling Your Home
Medicare Advantage Plans (Medicare Part C)
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."