As a Registered Investment Adviser (RIA) firm, we have a fiduciary duty to act in your best interest. Not only are we legally obligated to do so, but we also think it’s the best way to conduct business.
Meet the Shadowridge Team!
Chartered Market Technician® (CMT®)
Chartered Financial Consultant® (ChFC®)
President, Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
Certified Financial Transitionist (CeFT®)
Investment Advisor Representative
What Sets Us Apart
You won’t find another team of financial professionals dedicated to your holistic financial freedom like us! Our unique specialties complement each other, giving you a financial super team for any and all of life’s changes.
Our goal is to educate our clients and bust myths surrounding investments, retirement, and financial freedom.
We specialize in being genuine, authentic people who enjoy working with down-to-earth clients to create the life they envision. There’s no room for littering conversations with jargon. Instead, we’ll communicate a strategy that makes sense and work together toward your financial goals.