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About Us




The financial advisors at Plan to Prosper have built their practice one family tree at a time. 

Whether it is helping three generations in one family, or opening the education accounts for a couple with young children, we are dedicated to helping our clients build intergenerational wealth and empowering individuals to live the lives they have imagined. 


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Our founding principle




Our founding principle is that prosperity is defined in terms of wealth, health and personal relationships.


As investment advisors, we believe that true wealth deals with so much more than money. Financial freedom involves having an income that cannot be outlived and leaving a legacy for the people and philanthropic interests we love. 

If you are already a client of Plan to Prosper, you’ll be able to use this website to access your account, educate yourself using up-to-date information about the capital markets, and learn about upcoming Plan to Prosper events. 

If you’re not yet acquainted with Plan to Prosper, we’ve established this website as a way for you to get to know the team and learn how we can design a personalized road map to achieve your life goals.


We appreciate your interest in Plan to Prosper and welcome the opportunity to serve you.


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