Your Team

I believe in helping all people no matter where they are at in their financial journey. That is what lead me to start St. Croix Wealth Management and our strong belief in our mission statement; Helping all people navigate their...

If I were to express how to best describe me—I would say I help people. Helping people is who I am. I believe in providing excellent customer service along with structured goal based planning. I volunteer for hospice through...

One of the most joyous parts of my job is helping clients alleviate the stress and anxiety that accompanies financial planning. Through a strong relationship with my clients and a disciplined approach, I can help clients define their...

As a trusted financial advisor, my mission is to create life-long partnerships with my clients and their family. Together we will define and prioritize your financial and personal goals; implement them into your Financial GPS and...

I am very fortunate as a Financial Advisor to be able to share my knowledge and expertise. That is the rootof my career. Studying, understanding, and navigating the financial markets has been my passion for over40 years. Sharing that...

Many of my strong values were shaped by my family background. My parents set high standards for their four children by their example of hard work and sacrifice; providing us the opportunity to experience private, religious education....

My drive and energy comes from the satisfaction of helping people and taking care of all their needs. I want people to feel comfortable to call me with any financial or non-financial questions. I enjoy helping people find solutions to...

My financial journey began when I started teaching financial literacy courses at Ideal Credit Union. It brought great joy to see my community learn about the financial world and their financial future.

My mission is to help every client have a successful and enjoyable financial journey. I enjoy being a point ofcontact when the advisors are not available to deliver high-quality service to our clients. I also take pride inhelping our...

Winston is excited to please people! His one passion in life is to greet people with a wagging tail. Winston is a Soft-coated Wheaten Terrier and touted to be hypoallergenic with little to no shedding. The coloring of his hair (brown...