ABOUT US
Rooted in Experience. Driven by Purpose.
Forget the cookie cutter — our approach is one size fits one.
Experienced
Sentinel’s team is highly experienced, credentialed, and equipped to handle even the most complex financial situations. We specialize in organizing and integrating all areas of your financial life, creating and implementing a cohesive plan designed to help you reach your long-term goals with clarity and confidence.
Credentialed
We hold respected designations like CPA, CFP®, CLU, ChFC, and MS in Taxation—credentials that reflect our commitment to advanced knowledge, ongoing education, and lifelong learning. These qualifications allow us to deliver deeply informed financial advice and personalized strategies tailored to your goals and your life.
Connected
In addition to our internal expertise, we work with a curated network of legal, tax, and insurance professionals. This collaborative, team-based approach ensures every part of your financial world is aligned and well-supported, helping you make well-coordinated decisions that support your vision and long-term success.
Are You At A Point In Your Financial Life Where Every Decision Feels More Critical Than Ever?
Do you need a trusted advisor with the expertise to guide you through life’s growing financial decisions? As your wealth grows, so does the complexity. Investment strategies, retirement planning, tax considerations—they all need to work together. At Sentinel, we create an integrated plan to bring it all into harmony.
Many of our clients find they don’t have the time, interest, or technical knowledge to manage it all alone. That’s where we come in. We take on the complexity, so you can focus on living your life with clarity and confidence. To ensure every client receives the high level of service they deserve, we intentionally limit the number of clients we serve. If our approach is a good fit, we’ll be by your side to help you prepare for the future—well into the future.
Our Approach.
We help you define your long-term goals and build a personalized plan. Our experienced and credentialed financial team is equipped to guide you through even the most complex financial decisions with clarity and care.
Our relationship begins with a conversation—one that grows into a lasting dialogue. We take time to understand your unique situation, needs, and aspirations. As your goals evolve, we’ll be there to adapt and support you.
There is no one-size-fits-all solution. Whether you’re unsure about your investment strategy, retirement goals, or simply want a second opinion, we start where you are and build from there, creating a strategy tailored just for you.
Our Expertise.
Sentinel’s team is experienced, credentialed, and equipped to manage even the most complex financial situations. We specialize in integrating all areas of your financial life into a cohesive plan designed to help you reach your goals. With respected designations like CPA, CFP, and MS in Taxation, we bring deep technical expertise and a passion for thoughtful planning. We also work closely with a trusted network of independent specialists, allowing us to build the right team for your unique needs—from investment management to retirement, estate, and tax planning.
Ready to Take the Next Step?
Let’s start a conversation about your goals and how we can help you achieve them.