A Little Something About Us
As a CERTIFIED FINANCIAL PLANNER™, I bring more than three decades of experience in financial planning, wealth management, and accounting to our clients. My passion and vision are the foundation of GraniteArch: outstanding service that addresses your unique needs, combined with a personal, approachable attitude. I have the desire to truly help individuals, families, and small business owners work toward their financial goals with fewer limitations and more open architecture.
GraniteArch Wealth Management is backed by more than three decades of experience. Here at GraniteArch, our team is dedicated to developing and maintaining an ongoing, one-on-one relationship with you and your family. This relationship is the cornerstone to a foundation of mutual trust and helps us assist you in pursuing your life goals and plans for your legacy. As an independent fiduciary, our firm is focused on providing a personal feel and outstanding service to address all your simple and complex needs.
Where Our Name Came From
In 2017, my family and I took a special trip to Italy, where we saw the famous and enduring Constantine Arch. It reminded me of another famous arch I had seen and admired: the Roosevelt Arch in Yellowstone National Park. For me, those arches embodied the strength and longevity we aim to provide for our clients. In architecture, every arch has a keystone situated at the top center to provide support and strength to the overall structure. My vision for GraniteArch is to serve as the “financial keystone” for your life, securing the strength of your financial future.
Planning Your Future: The CFP® Difference
A CERTIFIED FINANCIAL PLANNER™ uses the latest resources, skills, and knowledge to help pinpoint and meet your financial needs. Individuals who earn and maintain the prestigious CFP® designation must successfully complete the CFP® Board’s in-depth comprehensive examination and have at least three years of financial planning experience. Additionally, those with this designation must follow the CFP® Board’s rigorous Code of Ethics, while completing ongoing continuing education to stay up-to-date on beneficial investments.
The financial planning specialists at GraniteArch are CFP® professionals with a fiduciary-based mindset. When you partner with us, you benefit from the services of a skilled, knowledgeable, and ethical professional, one that understands your goals, values, and requirements.