Team

The EnlightnU Financial team is committed to helping individuals, families, and businesses reach their full wealth potential. Our goal is to provide cost efficient, high-value service that exceeds expectations and honors the individuality of each client we serve. Through education and expertise, we help people feel confident about building comfortable retirements.

Whether you need holistic retirement planning, long-term care planning, or a comprehensive income distribution strategy - you can count on our team to guide you toward and through retirement with confidence. Dedicated to taking complex things and making them simple, we will coordinate your financial care with attorneys and other professionals to ensure absolute peace of mind.

Take a moment to meet our highly credentialed team of fiduciary advisors, CPAs, and insurance consultants. Discover how the EnlightnU Financial family can assist you on your journey to long-term wealth success.