An experienced team, united behind your financial well-being

Why the name "Constellation"?

People have always used stars to navigate and get oriented from where they are to where they need to get to. That’s our role here!

Also, the expanse of the universe reminds me of how small and dependent I am on my Creator, and how everything is sustained by His power. The stars inspire awe in me. For example, did you know that The Whirlpool Galaxy is 31 million light-years away, and has 300 billion stars in it?  Here are some comparisons about stars to get a sense of their magnitude – starting with our sun.

Building a foundation

In 2003, I began building the foundation for what has become a lifelong joy of service to others in this career.

This has developed into steps that helps us assist you to align your strategy with your goals rather than some arbitrary benchmark. The result is a goals-based approach to planning your future. I hope to explain to you in simple terms what we do, and how we can help, learn your story and how you got to be where you are. I love to ask questions and am curious even more about what is important to you and your future, your lifestyle, your interests and pursuits!

What’s even more important are our clients who have trusted us and continue to. Without them, I couldn’t write this note and have the life we have. I am EXCEEDINGLY grateful to you all. I look forward to continuing this great opportunity to work with our current friends, and potentially your family. Schedule an appointment by sending me or David an email or just call.