Media
No items found.
Words to Live By
A journey of a thousand miles must begin with a single step.
Lao Tzu
Client Experience Professionals
Team Members
No items found.
About
Eleanor brings a holistic approach to her role as a wealth advisor – helping each of her clients with their strategic planning, investment management, and financial analysis.
Eleanor’s practice revolves around advising her clients on their financial goals and all aspects of their lives. For over 20 years, she has enjoyed working with business owners and employees at privately-held companies, helping them establish solid retirement plans.
When not working with her clients, Eleanor loves to travel and spend time with her family and friends. Her hobbies include reading a good book, cooking, gardening, and sewing.