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Who We Serve

Our Clients

Our clients vary in age and background, but most have the following characteristics in common:

  • Seeking a partner to inform their financial decisions. Our clients are looking for insights and expect to have conversations with their advisor on a regular basis.
  • Dedicated to their families and communities. Our clients are generous with their time, talents, and treasure.
  • Patient investors. Our clients are not looking for the next hot stock tip, they are looking for a plan built on data and experience.
  • Regular savers. Our clients consistently save for future goals.
  • Life-long learners. Our clients continuously learn and grow, at every age.

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 future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help more people prepare for their 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.

We are compatible with people who are ready to take steps to ensure their financial future. If you are ready to take those steps, connect with us!

Connect With Us

PalomarWealth Process

Listen

We begin by learning what your priorities are and then we simply listen. We ask the right questions to understand your financial perspective. Listening is a core value that we employ in our practice. Through active listening, we discover what wealth means to you by creating a high-value, advice-driven relationship as your partner in your financial journey.

Plan

We collaborate together to create recommendations and strategies designed to bring you financial success. We work with individuals and families from a diverse blend of backgrounds and a broad range of professions; from small businesses to farming, to the manufacturing industries.

Implement

We create individual, unique, and custom financial solutions. Our team monitors your investments and meets with you regularly to ensure you are navigating the right course toward a healthy financial future.

Thrivent Advisor Network

Thrivent Advisor Network builds on the 100-year heritage of Thrivent Financial. Together we partner with Thrivent Financial to help you achieve financial clarity, make the most of everything you’ve been given, and live your life full of meaning and gratitude.