Specialties
About Me
At OneTeam Financial, I specialize in guiding successful individuals and families through the complexities of retirement and wealth preservation.
With a Certified Financial Planner™ designation and decades of experience, I help clients transition confidently into retirement with customized income strategies that align with their long-term goals. Our approach is holistic and collaborative. We integrate advanced retirement planning, risk management, and tax-efficient distribution strategies to create financial clarity and peace of mind. Working alongside a trusted network of professionals, I ensure every client receives a tailored plan that reflects their unique aspirations and challenges. At the heart of our work are the values that define OneTeam Financial: collaboration, expertise, and unwavering client focus. Whether you're preparing for retirement, navigating executive compensation, or planning your legacy, I’m here to help you make informed decisions with confidence.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, CLU
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. OneTeam Financial, LLC is independently owned and operated. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. This information is For Official Use Only. Unauthorized disclosure or misuse of this Personal Information, including, but not limited to: copying, disclosure, and distribution, is strictly prohibited and may result in criminal and/or civil penalties. If you have received this email in error, please notify the sender immediately and delete this email and all attachments from your system. Please do not send transaction instructions via email or fax or leave them on voicemail as those instructions cannot be honored. If you wish to initiate a transaction, please contact us. Please be aware that all inbound and outbound emails from this address may be monitored. Financial planning and investment advisory services also offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov. C2P Capital Advisory Group d/b/a Prosperity Capital Advisors (PCA) is an investment advisor registered with the U.S. Securities and Exchange Commission. Please contact PCA if there are any changes in your personal or financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our Form ADV Part 2A and Form CRS are available upon request. Please do not submit trade instructions via email as they cannot be accepted in this manner. Similarly, we do not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Advisor if you need to give instructions related to your account. CONFIDENTIALITY NOTICE: This message, including any associated files and links, is intended only for use of the individual to which it is addressed and may contain information that is confidential, subject to copyright, or constitutes a trade secret. You are hereby notified that any dissemination, copying or distribution of this message or files associated with this message is strictly prohibited. If you have received this message in error, please delete it from your computer and notify us immediately by phone at (844) 451-8326 or by replying to this message. Messages sent to and from the company may be monitored.