We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Founding Partner, Lumature Wealth Partners
Founding Partner, Lumature Wealth Partners
Managing Director, Lumature Wealth Partners
Financial Advisor
Financial Advisor
Financial Advisor
Managing Director, Lumature Wealth Partners
Senior Relationship Manager, Lumature Wealth Partners
Relationship Manager
Relationship Manager
Client Service Manager
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.