LifePoint Financial Group

I started LifePoint Financial Group in 2017 because I wanted to create an independent, values-based firm that’s committed to improving the lives of those we serve.  My goal is to serve as your personal CFO and take the stress and burden of how to best allocate financial resources off your plate.  Together we’ll build a customized comprehensive plan for your finances.  After we create your plan you’ll stop wondering if you’re on track for your desired retirement, kids’ education or dream home and start living a more empowered financial life knowing where you are every step of the way.  We believe in using the latest in financial technology to create a more robust but efficient process in planning and tracking the most important goals and pursuits in your life.  As a result, we have the ability to seamlessly work with busy professionals and families who desire the convenience of a virtual experience with a financial planner.  We're also committed to providing the experience of a full service planning relationship to guide you on your journey.  Let’s get started with a complimentary consultation and take the first step towards your financial goals.