LegacyOak Advisors-Ameriprise Financial

At LegacyOak Advisors, I provide personalized financial planning and investment management for individuals, families, and professionals seeking clarity, confidence, and long-term success. My mission is to help clients make informed decisions about their money so they can focus on what matters most—whether that’s building wealth, securing retirement, or leaving a lasting legacy. With a client-centered approach, I tailor strategies to fit your unique goals, values, and life circumstances. From budgeting and tax planning to retirement, risk management, and investing, I offer transparent, trusted guidance every step of the way. Whether you’re just starting out or planning your next chapter, I'm here to help you build a stronger financial future—one decision at a time.

I help clients cut through financial complexity to gain clarity, confidence, and control over their financial lives. My value lies in offering personalized guidance—not generic advice—tailored to your specific goals, life stage, and priorities. I take the time to understand where you are and where you want to go, then build a comprehensive plan to help you get there. Whether it’s optimizing your cash flow, managing investments, reducing taxes, or planning for retirement, we simplify the process and keep your financial life aligned with your values. By combining professional insight with real-world experience, I empower you to make smart, informed decisions—so you can move forward with peace of mind, not uncertainty.