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Our Team

Roadmap Wealth Management is a diverse team of seasoned professionals designed to bring you a variety of outside-the-box solutions, and we don't work in a vacuum.  Almost every financial move you make has a tax consequence, and we will work closely with your tax professional to make sure that you pay the most efficient amount of tax possible. 

For our Roadmap clients, we can take it to another level.  In the event that our Advanced Planning Team needs a little help, we have access to a wide range of outside experts to find the right solution to that specific planning puzzle.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal.  We repeatedly saw many friends and family struggling to find the help they needed to map out their financial futures.  We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.  After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner, so they can grasp personal finance and use those concepts to pursue their financial objectives.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.