Our Team

Work with people you know and trust
- and who know and trust you, too.

At Pharos Wealth Strategies, you get <br />straight talk from people who

At Pharos Wealth Strategies, you get
straight talk from people who

Ask you about your goals
Tailor plans to your needs
Explain things patiently, in ways you understand
Help you stay financially on-path
Hold themselves to high standards

A team approach is crucial. Why?

Integration

We believe great financial planning requires integrating many disciplines in a coordinated plan.

Collaboration

Our team has over 100 years of combined financial services experience with varied areas of focus and diverse life experiences. Our collaborative approach allows us to craft the financial strategies you deserve.

Succession

We have succession plans, so if an advisor isn't available, support for your investments can continue seamlessly, with the same investment philosophy and standard of care.