Team Tecla

Whether it is retirement planning, insurance and investments, business succession strategies, or estate planning, we build financial strategies that are focused and straightforward, yet customized to each client’s unique needs.

We assist our clients by employing a broad view of their financial pictures. By uncovering their financial blind spots and bringing order and discipline to the insurance and investment strategies, we are able to give them a sense of clarity. Every step of the way we educate them about their choices, so they are enabled to make better decisions.

Check the background of this investment professional on FINRA’s BrokerCheck

tax planning consultant
Our Mission
We help our clients plan and navigate through life’s financial hurdles on an ongoing basis.

Financial Planner
Financial Services Representative
Investment Advisor Representative


Financial Advisor
Financial Services Representative
Investment Advisor Representative

Our Promise

Create confidence through knowledge

Empower You to be in control

We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.

We care about You

We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

Your trusted partners

We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.

Help You optimize Your financial situation

We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.