The Outlook Wealth difference can be felt the moment you meet our team. Over the years, we have found that a team approach can often be a more effective method to help clients with their diverse needs as they maneuver through a complex financial services world. Our team adds a broader perspective to all we do and provides increased benefits to our clients. Our goal is to deliver above and beyond expectations.
As a firm, we embrace continuing education for our staff and advisors with everyone adhering to strict educational and ethical requirements. This on-going training is designed to help our clients benefit from the most up-to-date and knowledgeable information, research, practices and tools available today. We have four licensed staff members - 2 are CPA's and 3 maintain the trusted Certified Financial Planner™ designation. Learn more about each team member's background and strengths which help them earn "most trusted" status with our clients.