Nothing beats feeling confident about your retirement

Focus on what's important. We'll take care of the rest.

Tilt the odds in your favor.

What does retirement confidence look like for you? How good would it feel to know that all of your financial goals are on track?

As your life evolves, so too will your priorities. As your Virtual Wealth Advisor, I’m here to help you make sure your financial plan lines up with what matters most to you.

Wherever you are on your financial journey, I’ll meet you there with the insight and tools to get you further.

Financial Planner, Wealth Advisor, Registered Principal

Discover how Prosperity can transform your wealth

We use our proprietary Fingerprint Financial Planning™ process to get to know you and what's most important to you. Then, we'll develop your personalized investment strategy to meet your financial aspirations. By combining intensive research and extensive portfolio modeling, we'll craft an intelligent strategy to position you for the best investment outcomes. 
 Successfully navigating the twists and turns of life requires frequent reviewing and proactive positioning. By planning 10 steps ahead, your investment strategy will always be optimized to align with your financial goals.
Simplify your life while protecting your family's wealth. From college planning all the way to estate planning, we're here to shield you and your family from the costly mistakes of misinformed decisions. Education is key to transparency, and we'll make sure you're educated on how we manage your money—as much or as little information as you’d like. 
 Our mission is to serve as your family's advisors for life. We'll work to help you safeguard family assets from taxes, liability, and marital events. That way, you'll have the freedom to continue enjoying your life and your loved ones while building your legacy.
Enjoy peace of mind in retirement. Planning your retirement involves a lot more than just figuring out the magic number that you'll need. It's a complex undertaking, and each decision can have a lasting impact on your quality of life in retirement. As your trusted advisor, we take a data-driven, preservation-focused approach to help you make the right decisions. 
 Longevity is on the rise, and you need strategies that help make your money last longer. With over 27 years of retirement planning experience, we've developed proven wealth protection strategies. We'll help you avoid surprises, stay on track, and plan for a bright future ahead.

Financial Partners You Can Trust


As your Fiduciary Registered Investment Advisory firm, we're bound by law to put your interests above our own. 


We're committed to maximizing your wealth within the constraints of your values and your life goals. Our team of qualified and experienced experts is dedicated to building a positive, long-term relationship with you.

Upcoming Events

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We'll help you make your money work harder for you.

We understand—you're busy. Between work, family, social, and personal life, it's all too easy to be consumed by daily duties and lose sight of your financial priorities.


But compromising on your financial dreams isn't an option. 


That's where we come in.


At Prosperity, we'll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself to your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.


Live your life by design, not by default.

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Fingerprint Financial Planning ™

At Prosperity, we love helping our clients achieve their life goals through effective financial planning.

Every individual has ambitions and goals which are unique to them. Just as your fingerprint is unique to you, we provide financial planning that's entirely tailored to you and your goals.

We'll guide you through our Fingerprint Financial Planning™ process to:

  • Determine the right level of insurance for your business and/or family,
  • Calculate how much you need to save to retire comfortably,
  • Create new income streams from investments,
  • Fund your children’s educations,
  • Revise your will or estate plan to reflect your life changes in conjunction with your attorney,
  • Create tax-advantaged family trusts, and
  • Leave a legacy of giving

This process helps us understand the depth of your changing life, family issues, and long-term investment goals. Then, we'll use advanced financial tools to find the right solutions for your unique requirements.

Who We Serve

Prosperity Financial Group offers a full suite of philanthropic services to foundations, donors and non profits—including strategic planning, asset management, and administrative resources. Our focus is to help you empower your impact and help you select the best course for your philanthropic activity. We support you to maximize the benefit to the causes you choose to support and your personal and financial goals. We are process-oriented and client-focused, creative, trustworthy and dedicated to helping you use your financial success to help others and create a legacy of giving. We have the expertise to integrate your philanthropic activities to maximize the benefit to the causes you support and your personal or institutional financial goals.

Philanthropic Investors

You understand that financial life goes beyond making and keeping money. 


For you, wealth management is about enriching your family's legacy and the community and causes that you believe in. 

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Affluent Baby Boomers

Your goal is to make your money last while enjoying life to the fullest.


We'll help you develop a strategic, intentional plan that'll help you maintain a high quality of life in retirement.

Prosperity Financial Group offers a full suite of wealth management services to successful Gen Xers—including asset management, strategic tax planning, and wealth preservation. We are proud to champion one of the most independent, entrepreneurial, and giving generations who are now leaders for their extended families and businesses. Our focus is to help you empower your impact and help you live life on your own terms. We support you to maximize the benefit to the causes you choose to support and your personal and financial goals. We are process-oriented and client-focused, creative, trustworthy and dedicated to helping you use your financial success to help others and create a legacy of giving. We have the expertise to integrate the causes you support with your personal or institutional financial goals.

Self-made Gen Xers

You're now at the pinnacle of your career.


It's time to balance the rising costs of your lifestyle with your upcoming retirement. Now is the time to focus on building a strategic wealth preservation plan.

Prosperity Financial Group offers a full suite of wealth management services to successful Millennials—including asset management, strategic tax planning, and wealth preservation. We are proud to champion one of the most independent, entrepreneurial, and giving generations who are now leaders for their extended families and businesses. Our focus is to help you empower your impact and help you live life on your own terms. We support you to maximize the benefit to the causes you choose to support and your personal and financial goals. We are process-oriented and client-focused, creative, trustworthy and dedicated to helping you use your financial success to help others and create a legacy of giving. We have the expertise to integrate the causes you support with your personal or institutional financial goals.

Successful Millennials

Your generation is the most educated and technologically savvy.


But you won't find sophisticated wealth management solutions in a robo-advisor. You're inheriting the world, and the time to plan is now.

Prosperity Financial Education

At Prosperity, we believe that knowledge is power, and education is key to transparency.

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