VIE Wealth Management

Financial Advisor

Financial decisions are rarely just about money. They are about the life you want to build, the people you care about, and having the confidence to move forward when life changes.

I began my career at Edward Jones and later worked at Fidelity, where I gained experience helping people navigate investments, retirement planning, and the decisions that come with building long-term financial security. Over time, I saw an opportunity to offer something more personal: thoughtful advice, straightforward conversations, and financial planning that begins with the client—not a product or a sales goal.

That vision became VIE Wealth Management.

VIE is an independent wealth management firm serving individuals, families, and business owners. We help clients bring the different pieces of their financial lives together, identify potential gaps and opportunities, and create a strategy aligned with their goals, values, and priorities.

Our clients include professionals and families building their financial futures, business owners balancing personal and company responsibilities, and people navigating important transitions such as changing jobs, evaluating retirement benefits, managing stock options, or deciding what to do with an old workplace retirement plan. We also work with small businesses to help simplify retirement plans and support the employees who depend on them.

Our process starts by understanding what matters to you. We take time to learn about your goals, motivations, concerns, and the kind of experience you want as an investor. From there, we provide clear recommendations and ongoing guidance designed to help you make informed decisions without unnecessary jargon or complexity.

At VIE Wealth Management, you are not simply handed a portfolio and sent on your way. You gain a trusted partner who is available for the questions, opportunities, and changes that arise along the way.

Because wealth should do more than accumulate. It should help you live with intention, care for the people and causes that matter to you, and prosper on purpose.