Services

I believe that my services can help you find peace of mind, confidence, and clarity in your financial future. I know that life can be stressful – but finances don’t have to be. I can also provide you with a financial education when it comes to saving money for retirement. If you are a business owner, I can help you establish and optimize a 401(k) plan that is right for you and your employees.

 

Who I Serve

In most cases, there are three main concerns that individuals have when they are looking to hire a firm to manage their finances: preserving their wealth, gaining financial freedom, and paying for large milestones in life. The money that you spend on financial services can be used to elevate you as an individual and also your family to impact and help those around you. I can help you tap into your wealth so that you can fulfill your dreams and prioritize what matters most to you and your family. I have a family, so I understand that your life is complicated, especially if you have young children. I can help you make sure that you are well-organized financially so that you can prepare for milestone expenses, such as saving for college or retirement.

When you pair with Cascade Wealth, you won’t just be a number. I want to be your trusted partner for the next 30 years and collaborate with you to make your financial goals come true. Accessibility is one of my core values, and because of that, I want to be the first person that you turn to when you have questions about any part of your financial situation.

 

Investments

  • Brokerage Accounts

  • TRUST Accounts

  • Rollover IRA

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Solo 401K

 
 

Financial Planning

  • College Planning

  • Retirement Planning

  • Estate Planning

 
 

401k Services

  • Retirement Plans

  • Money Purchasing Plans

  • Profit Sharing Plans