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Who We Are

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Strategic Partners was founded in 1994 to provide personal financial planning services to individuals and families, as well as support member firms in their efforts to deliver outstanding financial strategies and service to clients nationwide. An independent, multi-state financial planning firm, Strategic Partners offers decades of experience and a strong history of client service, bolstered by our network of experienced professionals who serve as strategic alliances.

My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.