Our clients can expect clear explanations of financial products and services, respect and an informational session. We are dedicated to developing lasting relationships with all our clients and seeing their income last a lifetime.

A Registered Investment Adviser

Specializing in family wealth management, environmental, social and governance investing.

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Financial Planner

Our mission is to help cover the assets and income of the customers we serve like they were our family, and to assist them in planning for a more financially secure future.