Financial Advisor & Vice President at Financial Architects Inc.
Helping clients make financial decisions for their family by helping them become better financially organized and educated.
Helpful Content
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Is financial stress undermining your well-being?
If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness
A love story of financial well-being
Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being
Credit Card Debt
We share tips to manage high-interest credit
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The connection between gratitude and money
Gratitude may play a part in the relationship between mental and financial wellness
View all articles 
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.