Investment Advisor Representative, LPL Financial; Private Wealth Advisor

At CLA Wealth Strategies we realize that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We think of ourselves as your Financial GPS. It is our job to understand your current concerns and long term goals and guide you from your first IRA or Life Insurance contract to your transition to retirement and  your retirement income needs.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. As your "Financial GPS" we want to keep you on track toward the meaningful and purpose-driven financial future you deserve. We know that we will have to "Recalculate" at times to get back on track. No trip is without some adjustments and we want to be there for every bump, pothole, or detour.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.